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.
Employer 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 | $18,024 | $40,522-55.5% | $84,611-78.7% | $67,579-73.3% |
| Participation rate | 18.1% | 51.1%-33.0pp | 68.2%-50.2pp | 71.3%-53.2pp |
| Annual return | 22.43% | 32.72%-10.3pp | 258.74%-236.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,588 | $2,132-25.5% | $3,899-59.3% | $3,539-55.1% |
| Admin fee / account holder | $14 | $145-90.5% | $4,912-99.7% | $142-90.3% |