Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,444 | $60,261-94.3% | $81,783-95.8% | $74,546-95.4% |
| Participation rate | 81.6% | 62.9%+18.7pp | 72.4%+9.2pp | 67.2%+14.3pp |
| Annual return | 13.09% | 16.88%-3.8pp | 775.05%-762.0pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $23 | $2,622-99.1% | $2,913-99.2% | $2,624-99.1% |
| Participant deferral / active EE | $1,222 | $3,388-63.9% | $4,320-71.7% | $4,347-71.9% |
| Admin fee / account holder | $21 | $1,482-98.6% | $7,380-99.7% | $1,944-98.9% |