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 | $12,805 | $23,385-45.2% | $69,182-81.5% | $57,658-77.8% |
| Participation rate | 56.6% | 37.9%+18.7pp | 55.1%+1.5pp | 70.2%-13.6pp |
| Annual return | 6.94% | -659.34%+666.3pp | -21.93%+28.9pp | 5.13%+1.8pp |
| Employer contribution / active EE | $311 | $422-26.4% | $1,206-74.2% | $1,974-84.2% |
| Participant deferral / active EE | $799 | $843-5.2% | $1,897-57.9% | $3,061-73.9% |
| Admin fee / account holder | $0 | $82-100.0% | $2,697-100.0% | $95-100.0% |