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 | $32,773 | $36,767-10.9% | $81,478-59.8% | $62,292-47.4% |
| Participation rate | 24.2% | 54.4%-30.3pp | 68.0%-43.8pp | 69.5%-45.4pp |
| Annual return | 17.42% | 173.80%-156.4pp | 38.78%-21.4pp | 28.90%-11.5pp |
| Employer contribution / active EE | $456 | $1,128-59.6% | $2,568-82.2% | $2,042-77.7% |
| Participant deferral / active EE | $998 | $2,111-52.7% | $3,537-71.8% | $3,169-68.5% |
| Admin fee / account holder | $3 | $797-99.6% | $4,561-99.9% | $479-99.4% |