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).
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 | $47,649 | $46,072+3.4% | $70,014-31.9% | $55,167-13.6% |
| Participation rate | 47.8% | 67.5%-19.7pp | 71.8%-24.1pp | 69.0%-21.2pp |
| Annual return | 9.45% | 8.68%+0.8pp | 12.99%-3.5pp | 169.23%-159.8pp |
| Employer contribution / active EE | $202 | $1,500-86.5% | $2,338-91.4% | $1,963-89.7% |
| Participant deferral / active EE | $1,618 | $2,344-31.0% | $2,931-44.8% | $3,054-47.0% |
| Admin fee / account holder | $9 | $428-97.9% | $4,380-99.8% | $504-98.2% |