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).
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 | $34,476 | $80,753-57.3% | $136,294-74.7% | $62,292-44.7% |
| Participation rate | 86.5% | 73.5%+13.0pp | 81.9%+4.6pp | 69.5%+17.0pp |
| Annual return | 19.91% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,288 | $2,884-20.7% | $4,695-51.3% | $2,042+12.0% |
| Participant deferral / active EE | $5,118 | $5,164-0.9% | $6,247-18.1% | $3,169+61.5% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.6% |