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 | $86,173 | $58,726+46.7% | $92,233-6.6% | $62,292+38.3% |
| Participation rate | 35.9% | 68.3%-32.4pp | 76.5%-40.5pp | 69.5%-33.6pp |
| Annual return | 13.91% | 43.62%-29.7pp | 176.28%-162.4pp | 28.90%-15.0pp |
| Employer contribution / active EE | $303 | $2,392-87.3% | $3,679-91.8% | $2,042-85.2% |
| Participant deferral / active EE | $2,743 | $2,766-0.8% | $3,897-29.6% | $3,169-13.5% |
| Admin fee / account holder | $57 | $556-89.7% | $5,194-98.9% | $479-88.0% |