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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,309 | $69,362-59.2% | $101,248-72.0% | $73,488-61.5% |
| Participation rate | 38.1% | 68.4%-30.3pp | 75.8%-37.7pp | 70.7%-32.6pp |
| Annual return | 15.02% | 18.46%-3.4pp | 46.47%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $611 | $2,628-76.7% | $3,660-83.3% | $2,270-73.1% |
| Participant deferral / active EE | $1,401 | $3,300-57.5% | $4,370-67.9% | $3,740-62.5% |
| Admin fee / account holder | $244 | $704-65.3% | $5,945-95.9% | $513-52.4% |