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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,228 | $51,466-47.1% | $78,778-65.4% | $62,292-56.3% |
| Participation rate | 37.6% | 59.8%-22.2pp | 69.2%-31.6pp | 69.5%-31.9pp |
| Annual return | 13.69% | 19.96%-6.3pp | 35.62%-21.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $513 | $827-37.9% | $1,986-74.1% | $2,042-74.9% |
| Participant deferral / active EE | $2,227 | $2,147+3.7% | $2,958-24.7% | $3,169-29.7% |
| Admin fee / account holder | $23 | $489-95.2% | $5,134-99.5% | $479-95.1% |