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.
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).
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 | $15,321 | $74,089-79.3% | $133,980-88.6% | $55,167-72.2% |
| Participation rate | 86.2% | 84.3%+1.9pp | 87.1%-0.9pp | 69.0%+17.2pp |
| Annual return | 26.83% | 12.11%+14.7pp | 29.30%-2.5pp | 169.23%-142.4pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,477 | $4,678+59.8% | $6,282+19.0% | $3,054+144.8% |
| Admin fee / account holder | $17 | $458-96.4% | $9,324-99.8% | $504-96.7% |