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).
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 | $14,856 | $22,291-33.4% | $69,182-78.5% | $63,975-76.8% |
| Participation rate | 0.9% | 35.3%-34.3pp | 55.1%-54.2pp | 71.1%-70.2pp |
| Annual return | 8.00% | 9.30%-1.3pp | -21.93%+29.9pp | 48.65%-40.7pp |
| Employer contribution / active EE | $0 | $325-100.0% | $1,206-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $16 | $808-98.0% | $1,897-99.1% | $3,356-99.5% |
| Admin fee / account holder | $20 | $73-73.2% | $2,697-99.3% | $70-72.2% |