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 | $40,388 | $61,156-34.0% | $185,823-78.3% | $79,386-49.1% |
| Participation rate | 45.8% | 66.6%-20.8pp | 81.7%-35.9pp | 70.7%-24.9pp |
| Annual return | 12.31% | 19.45%-7.1pp | 122.05%-109.7pp | 116.85%-104.5pp |
| Employer contribution / active EE | $652 | $2,321-71.9% | $5,167-87.4% | $2,427-73.1% |
| Participant deferral / active EE | $1,031 | $2,789-63.0% | $5,568-81.5% | $4,046-74.5% |
| Admin fee / account holder | $42 | $710-94.1% | $16,237-99.7% | $626-93.3% |