Filed June 23, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,898 | $52,884-47.2% | $84,750-67.1% | $55,167-49.4% |
| Participation rate | 53.5% | 67.5%-14.0pp | 76.6%-23.1pp | 69.0%-15.5pp |
| Annual return | 9.21% | 18.03%-8.8pp | 22.78%-13.6pp | 169.23%-160.0pp |
| Employer contribution / active EE | $923 | $2,233-58.7% | $3,574-74.2% | $1,963-53.0% |
| Participant deferral / active EE | $2,092 | $2,644-20.9% | $3,712-43.6% | $3,054-31.5% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |