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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,017 | $34,677-59.6% | $77,024-81.8% | $64,808-78.4% |
| Participation rate | 28.3% | 49.8%-21.6pp | 67.9%-39.7pp | 71.5%-43.2pp |
| Annual return | 26.78% | -5.33%+32.1pp | 42.32%-15.5pp | 32.82%-6.0pp |
| Employer contribution / active EE | $566 | $1,370-58.7% | $2,812-79.9% | $2,506-77.4% |
| Participant deferral / active EE | $1,072 | $2,556-58.1% | $4,426-75.8% | $4,310-75.1% |
| Admin fee / account holder | $7 | $179-96.2% | $5,425-99.9% | $188-96.4% |