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 | $32,528 | $48,261-32.6% | $68,793-52.7% | $55,725-41.6% |
| Participation rate | 56.2% | 71.0%-14.8pp | 72.2%-16.0pp | 70.9%-14.7pp |
| Annual return | -5.67% | -2.61%-3.1pp | -4.63%-1.0pp | 244.93%-250.6pp |
| Employer contribution / active EE | $683 | $1,742-60.8% | $2,625-74.0% | $2,078-67.1% |
| Participant deferral / active EE | $1,912 | $2,712-29.5% | $3,311-42.3% | $3,356-43.0% |
| Admin fee / account holder | $213 | $126+69.0% | $5,131-95.8% | $115+85.1% |