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 3-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,143 | $50,127-53.8% | $149,673-84.5% | $80,160-71.1% |
| Participation rate | 11.5% | 64.3%-52.8pp | 78.8%-67.3pp | 72.9%-61.4pp |
| Annual return | 14.86% | 29.82%-15.0pp | 134.42%-119.6pp | 40.38%-25.5pp |
| Employer contribution / active EE | $682 | $1,865-63.4% | $4,818-85.8% | $2,978-77.1% |
| Participant deferral / active EE | $1,688 | $3,194-47.1% | $5,680-70.3% | $5,017-66.3% |
| Admin fee / account holder | $7 | $153-95.6% | $13,210-99.9% | $145-95.4% |