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).
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 | $48,649 | $54,045-10.0% | $115,157-57.8% | $65,185-25.4% |
| Participation rate | 55.6% | 63.5%-7.9pp | 75.9%-20.3pp | 70.2%-14.6pp |
| Annual return | 52.50% | 26.55%+26.0pp | 35.60%+16.9pp | 29.38%+23.1pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,198 | $2,504-12.2% | $4,168-47.3% | $3,514-37.4% |
| Admin fee / account holder | $41 | $626-93.4% | $7,088-99.4% | $847-95.1% |