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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $182,844 | $39,859+358.7% | $78,689+132.4% | $57,658+217.1% |
| Participation rate | 3.7% | 66.1%-62.4pp | 73.6%-69.9pp | 70.2%-66.6pp |
| Annual return | 6.34% | 18.96%-12.6pp | 62.18%-55.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $774 | $2,248-65.6% | $3,517-78.0% | $3,061-74.7% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |