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 | $44,906 | $50,106-10.4% | $70,014-35.9% | $57,658-22.1% |
| Participation rate | 39.0% | 70.9%-31.8pp | 71.8%-32.8pp | 70.2%-31.2pp |
| Annual return | 7.65% | 14.58%-6.9pp | 12.99%-5.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $560 | $1,739-67.8% | $2,338-76.0% | $1,974-71.6% |
| Participant deferral / active EE | $1,594 | $2,486-35.9% | $2,931-45.6% | $3,061-47.9% |
| Admin fee / account holder | $30 | $89-66.4% | $4,380-99.3% | $95-68.3% |