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 8-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.
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 | $16,127 | $43,133-62.6% | $89,391-82.0% | $73,488-78.1% |
| Participation rate | 16.8% | 55.0%-38.2pp | 68.0%-51.2pp | 70.7%-53.9pp |
| Annual return | 29.15% | 135.66%-106.5pp | 245.62%-216.5pp | 28.51%+0.6pp |
| Employer contribution / active EE | $186 | $1,438-87.0% | $2,586-92.8% | $2,270-91.8% |
| Participant deferral / active EE | $817 | $2,445-66.6% | $3,890-79.0% | $3,740-78.1% |
| Admin fee / account holder | $21 | $444-95.3% | $4,881-99.6% | $513-96.0% |