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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $63,100 | $100,801-37.4% | $149,696-57.8% | $73,409-14.0% |
| Participation rate | 1.4% | 77.7%-76.3pp | 82.5%-81.1pp | 72.2%-70.8pp |
| Annual return | 16.41% | 265.34%-248.9pp | 276.60%-260.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $175 | $6,404-97.3% | $6,842-97.4% | $3,805-95.4% |
| Admin fee / account holder | $27 | $181-85.1% | $9,309-99.7% | $158-83.0% |