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).
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 | $23,759 | $31,388-24.3% | $73,545-67.7% | $62,292-61.9% |
| Participation rate | 55.9% | 39.9%+16.1pp | 54.9%+1.0pp | 69.5%-13.6pp |
| Annual return | 22.09% | 25.34%-3.2pp | -15.16%+37.3pp | 28.90%-6.8pp |
| Employer contribution / active EE | $772 | $498+55.1% | $1,219-36.6% | $2,042-62.2% |
| Participant deferral / active EE | $1,395 | $1,028+35.7% | $1,806-22.8% | $3,169-56.0% |
| Admin fee / account holder | $6 | $299-97.9% | $2,320-99.7% | $479-98.7% |