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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,612 | $52,884-59.1% | $84,750-74.5% | $55,167-60.8% |
| Participation rate | 81.8% | 67.5%+14.2pp | 76.6%+5.2pp | 69.0%+12.8pp |
| Annual return | 6.98% | 18.03%-11.1pp | 22.78%-15.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,071 | $2,233-52.0% | $3,574-70.0% | $1,963-45.4% |
| Participant deferral / active EE | $3,087 | $2,644+16.7% | $3,712-16.8% | $3,054+1.1% |
| Admin fee / account holder | $13 | $581-97.7% | $5,332-99.7% | $504-97.4% |