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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,517 | $58,264-56.2% | $86,612-70.5% | $71,457-64.3% |
| Participation rate | 25.6% | 65.0%-39.4pp | 71.7%-46.1pp | 67.9%-42.3pp |
| Annual return | 16.20% | 21.63%-5.4pp | 591.07%-574.9pp | 28.85%-12.6pp |
| Employer contribution / active EE | $483 | $2,574-81.2% | $3,022-84.0% | $2,588-81.3% |
| Participant deferral / active EE | $1,132 | $3,436-67.1% | $4,438-74.5% | $4,289-73.6% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,614-100.0% | $1,587-100.0% |