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 | $37,857 | $70,908-46.6% | $98,907-61.7% | $73,488-48.5% |
| Participation rate | 48.8% | 73.8%-24.9pp | 76.0%-27.2pp | 70.7%-21.8pp |
| Annual return | 13.25% | 34.17%-20.9pp | 196.43%-183.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,419 | $2,036-30.3% | $2,689-47.2% | $2,270-37.5% |
| Participant deferral / active EE | $2,953 | $3,500-15.6% | $4,244-30.4% | $3,740-21.0% |
| Admin fee / account holder | $34 | $535-93.7% | $6,642-99.5% | $513-93.4% |