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).
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 | $29,526 | $46,732-36.8% | $156,549-81.1% | $55,167-46.5% |
| Participation rate | 46.2% | 65.8%-19.6pp | 84.0%-37.8pp | 69.0%-22.8pp |
| Annual return | 4.90% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $608 | $2,105-71.1% | $5,501-89.0% | $1,963-69.0% |
| Participant deferral / active EE | $1,539 | $2,204-30.2% | $4,871-68.4% | $3,054-49.6% |
| Admin fee / account holder | $7 | $418-98.2% | $13,027-99.9% | $504-98.5% |