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.
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 | $26,372 | $54,320-51.5% | $67,652-61.0% | $52,331-49.6% |
| Participation rate | 48.5% | 73.6%-25.1pp | 75.7%-27.1pp | 68.1%-19.6pp |
| Annual return | 2.11% | 6.81%-4.7pp | 6625.04%-6622.9pp | 4.54%-2.4pp |
| Employer contribution / active EE | $907 | $1,544-41.2% | $2,266-60.0% | $1,882-51.8% |
| Participant deferral / active EE | $2,652 | $2,950-10.1% | $3,560-25.5% | $3,022-12.3% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |