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).
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 | $36,975 | $51,466-28.2% | $78,778-53.1% | $62,292-40.6% |
| Participation rate | 35.9% | 59.8%-23.9pp | 69.2%-33.3pp | 69.5%-33.6pp |
| Annual return | 16.00% | 19.96%-4.0pp | 35.62%-19.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $138 | $827-83.3% | $1,986-93.0% | $2,042-93.2% |
| Participant deferral / active EE | $1,489 | $2,147-30.7% | $2,958-49.7% | $3,169-53.0% |
| Admin fee / account holder | $47 | $489-90.4% | $5,134-99.1% | $479-90.2% |