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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,730 | $51,466-28.6% | $78,778-53.4% | $62,292-41.0% |
| Participation rate | 42.9% | 59.8%-16.9pp | 69.2%-26.3pp | 69.5%-26.6pp |
| Annual return | 8.04% | 19.96%-11.9pp | 35.62%-27.6pp | 28.90%-20.9pp |
| Employer contribution / active EE | $117 | $827-85.9% | $1,986-94.1% | $2,042-94.3% |
| Participant deferral / active EE | $1,561 | $2,147-27.3% | $2,958-47.2% | $3,169-50.7% |
| Admin fee / account holder | $19 | $489-96.1% | $5,134-99.6% | $479-96.0% |