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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,091 | $52,519-90.3% | $155,790-96.7% | $59,632-91.5% |
| Participation rate | 30.7% | 61.7%-31.0pp | 76.1%-45.4pp | 68.7%-38.0pp |
| Annual return | -2.34% | 53.51%-55.9pp | 71.54%-73.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $546 | $3,084-82.3% | $4,797-88.6% | $3,192-82.9% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,478-100.0% | $4,297-100.0% |