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).
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 | $24,862 | $58,726-57.7% | $92,233-73.0% | $62,292-60.1% |
| Participation rate | 35.3% | 68.3%-33.0pp | 76.5%-41.2pp | 69.5%-34.2pp |
| Annual return | 21.14% | 43.62%-22.5pp | 176.28%-155.1pp | 28.90%-7.8pp |
| Employer contribution / active EE | $865 | $2,392-63.8% | $3,679-76.5% | $2,042-57.6% |
| Participant deferral / active EE | $1,575 | $2,766-43.0% | $3,897-59.6% | $3,169-50.3% |
| Admin fee / account holder | $13 | $556-97.7% | $5,194-99.8% | $479-97.3% |