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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,093 | $39,819-74.7% | $67,834-85.1% | $57,658-82.5% |
| Participation rate | 87.3% | 61.2%+26.1pp | 68.8%+18.5pp | 70.2%+17.1pp |
| Annual return | 5.94% | 9.19%-3.2pp | 138.47%-132.5pp | 5.13%+0.8pp |
| Employer contribution / active EE | $213 | $1,277-83.3% | $2,403-91.1% | $1,974-89.2% |
| Participant deferral / active EE | $687 | $2,209-68.9% | $3,160-78.3% | $3,061-77.6% |
| Admin fee / account holder | $9 | $84-89.5% | $4,622-99.8% | $95-90.7% |