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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,942 | $39,245+19.6% | $64,105-26.8% | $52,331-10.3% |
| Participation rate | 57.3% | 58.2%-0.9pp | 68.2%-10.8pp | 68.1%-10.8pp |
| Annual return | -1.96% | 14.79%-16.7pp | 791.24%-793.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $674 | $736-8.4% | $1,820-63.0% | $1,882-64.2% |
| Participant deferral / active EE | $2,492 | $1,992+25.1% | $2,822-11.7% | $3,022-17.5% |
| Admin fee / account holder | $16 | $592-97.4% | $4,499-99.7% | $592-97.4% |