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 10-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).
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 | $34,158 | $46,360-26.3% | $147,614-76.9% | $52,331-34.7% |
| Participation rate | 50.7% | 64.9%-14.3pp | 84.6%-33.9pp | 68.1%-17.4pp |
| Annual return | -1.18% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $224 | $2,126-89.5% | $5,564-96.0% | $1,882-88.1% |
| Participant deferral / active EE | $1,895 | $2,258-16.0% | $4,895-61.3% | $3,022-37.3% |
| Admin fee / account holder | $23 | $766-97.0% | $11,611-99.8% | $592-96.1% |