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).
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 | $24,060 | $63,114-61.9% | $92,893-74.1% | $65,185-63.1% |
| Participation rate | 36.2% | 68.8%-32.6pp | 76.0%-39.8pp | 70.2%-34.0pp |
| Annual return | 27.90% | 28.75%-0.9pp | 109.41%-81.5pp | 29.38%-1.5pp |
| Employer contribution / active EE | $783 | $2,571-69.6% | $3,653-78.6% | $2,177-64.0% |
| Participant deferral / active EE | $2,062 | $3,108-33.6% | $4,236-51.3% | $3,514-41.3% |
| Admin fee / account holder | $46 | $624-92.7% | $5,794-99.2% | $847-94.6% |