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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,016 | $51,244-80.5% | $80,975-87.6% | $55,167-81.8% |
| Participation rate | 33.7% | 71.7%-38.0pp | 75.8%-42.1pp | 69.0%-35.3pp |
| Annual return | 7.21% | 17.39%-10.2pp | 17.10%-9.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $957 | $1,770-46.0% | $3,714-74.2% | $1,963-51.3% |
| Participant deferral / active EE | $1,817 | $4,418-58.9% | $5,696-68.1% | $3,054-40.5% |
| Admin fee / account holder | $15 | $398-96.2% | $5,516-99.7% | $504-97.0% |