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).
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 | $37,135 | $51,466-27.8% | $78,778-52.9% | $62,292-40.4% |
| Participation rate | 41.5% | 59.8%-18.3pp | 69.2%-27.7pp | 69.5%-28.0pp |
| Annual return | 15.83% | 19.96%-4.1pp | 35.62%-19.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $511 | $827-38.3% | $1,986-74.3% | $2,042-75.0% |
| Participant deferral / active EE | $2,623 | $2,147+22.2% | $2,958-11.3% | $3,169-17.2% |
| Admin fee / account holder | $25 | $489-94.9% | $5,134-99.5% | $479-94.8% |