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).
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 | $21,238 | $55,453-61.7% | $170,442-87.5% | $62,292-65.9% |
| Participation rate | 63.7% | 66.4%-2.7pp | 83.6%-19.9pp | 69.5%-5.8pp |
| Annual return | 15.70% | 21.38%-5.7pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $532 | $2,164-75.4% | $5,433-90.2% | $2,042-73.9% |
| Participant deferral / active EE | $1,512 | $2,303-34.3% | $4,939-69.4% | $3,169-52.3% |
| Admin fee / account holder | $9 | $455-97.9% | $13,880-99.9% | $479-98.0% |