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 | $52,818 | $46,732+13.0% | $156,549-66.3% | $55,167-4.3% |
| Participation rate | 43.8% | 65.8%-22.0pp | 84.0%-40.2pp | 69.0%-25.2pp |
| Annual return | 7.77% | 17.72%-9.9pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $564 | $2,105-73.2% | $5,501-89.7% | $1,963-71.2% |
| Participant deferral / active EE | $2,356 | $2,204+6.9% | $4,871-51.6% | $3,054-22.8% |
| Admin fee / account holder | $8 | $418-98.1% | $13,027-99.9% | $504-98.4% |