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 | $27,547 | $51,466-46.5% | $78,778-65.0% | $62,292-55.8% |
| Participation rate | 69.0% | 59.8%+9.2pp | 69.2%-0.2pp | 69.5%-0.5pp |
| Annual return | 18.94% | 19.96%-1.0pp | 35.62%-16.7pp | 28.90%-10.0pp |
| Employer contribution / active EE | $890 | $827+7.6% | $1,986-55.2% | $2,042-56.4% |
| Participant deferral / active EE | $2,751 | $2,147+28.1% | $2,958-7.0% | $3,169-13.2% |
| Admin fee / account holder | $148 | $489-69.8% | $5,134-97.1% | $479-69.2% |