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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
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 | $4,973 | $42,396-88.3% | $67,313-92.6% | $56,287-91.2% |
| Participation rate | 59.0% | 61.0%-2.0pp | 69.1%-10.1pp | 69.9%-10.8pp |
| Annual return | -15.15% | -36.63%+21.5pp | -4.08%-11.1pp | -9.96%-5.2pp |
| Employer contribution / active EE | $293 | $1,414-79.3% | $2,566-88.6% | $2,111-86.1% |
| Participant deferral / active EE | $2,624 | $2,360+11.2% | $3,568-26.5% | $3,350-21.7% |
| Admin fee / account holder | $12 | $510-97.7% | $4,507-99.7% | $521-97.7% |