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).
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 | $25,661 | $58,879-56.4% | $178,490-85.6% | $73,488-65.1% |
| Participation rate | 30.7% | 66.2%-35.6pp | 81.9%-51.3pp | 70.7%-40.0pp |
| Annual return | 11.93% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $492 | $2,236-78.0% | $5,011-90.2% | $2,270-78.3% |
| Participant deferral / active EE | $1,637 | $2,567-36.2% | $5,202-68.5% | $3,740-56.2% |
| Admin fee / account holder | $53 | $400-86.8% | $13,984-99.6% | $513-89.7% |