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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,324 | $65,376-29.1% | $87,100-46.8% | $65,185-28.9% |
| Participation rate | 59.9% | 75.3%-15.5pp | 76.9%-17.0pp | 70.2%-10.3pp |
| Annual return | 25.44% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,066 | $1,822-41.5% | $2,521-57.7% | $2,177-51.0% |
| Participant deferral / active EE | $2,895 | $3,388-14.5% | $4,049-28.5% | $3,514-17.6% |
| Admin fee / account holder | $2 | $520-99.7% | $7,497-100.0% | $847-99.8% |