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.
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 | $23,574 | $37,196-36.6% | $154,107-84.7% | $55,725-57.7% |
| Participation rate | 68.9% | 64.1%+4.8pp | 83.0%-14.1pp | 70.9%-2.0pp |
| Annual return | -4.97% | 1319.68%-1324.6pp | 735.12%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $648 | $1,614-59.9% | $5,298-87.8% | $2,078-68.8% |
| Participant deferral / active EE | $2,958 | $2,068+43.0% | $5,081-41.8% | $3,356-11.8% |
| Admin fee / account holder | $10 | $102-90.3% | $13,411-99.9% | $115-91.4% |