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 | $33,694 | $58,879-42.8% | $178,490-81.1% | $73,488-54.2% |
| Participation rate | 46.5% | 66.2%-19.7pp | 81.9%-35.4pp | 70.7%-24.1pp |
| Annual return | 10.65% | 24.86%-14.2pp | 151.07%-140.4pp | 28.51%-17.9pp |
| Employer contribution / active EE | $775 | $2,236-65.4% | $5,011-84.5% | $2,270-65.9% |
| Participant deferral / active EE | $1,314 | $2,567-48.8% | $5,202-74.7% | $3,740-64.9% |
| Admin fee / account holder | $21 | $400-94.8% | $13,984-99.9% | $513-95.9% |