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.
Annual investment return 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 | $21,808 | $46,732-53.3% | $156,549-86.1% | $55,167-60.5% |
| Participation rate | 11.7% | 65.8%-54.1pp | 84.0%-72.3pp | 69.0%-57.3pp |
| Annual return | 1.51% | 17.72%-16.2pp | 32.23%-30.7pp | 169.23%-167.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $868 | $2,204-60.6% | $4,871-82.2% | $3,054-71.6% |
| Admin fee / account holder | $32 | $418-92.4% | $13,027-99.8% | $504-93.7% |