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 7-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).
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 | $16,621 | $40,522-59.0% | $84,611-80.4% | $67,579-75.4% |
| Participation rate | 46.0% | 51.1%-5.1pp | 68.2%-22.2pp | 71.3%-25.2pp |
| Annual return | 23.53% | 32.72%-9.2pp | 258.74%-235.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $730 | $1,146-36.3% | $2,652-72.5% | $2,148-66.0% |
| Participant deferral / active EE | $1,298 | $2,132-39.1% | $3,899-66.7% | $3,539-63.3% |
| Admin fee / account holder | $50 | $145-65.7% | $4,912-99.0% | $142-65.0% |