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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,689 | $73,497-71.9% | $101,248-79.6% | $93,223-77.8% |
| Participation rate | 55.3% | 84.5%-29.2pp | 75.8%-20.5pp | 74.9%-19.6pp |
| Annual return | 12.93% | 11.66%+1.3pp | 46.47%-33.5pp | 19.29%-6.4pp |
| Employer contribution / active EE | $1,326 | $3,600-63.2% | $3,660-63.8% | $2,680-50.5% |
| Participant deferral / active EE | $360 | $3,303-89.1% | $4,370-91.8% | $4,563-92.1% |
| Admin fee / account holder | $0 | $121-100.0% | $5,945-100.0% | $79-100.0% |