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.
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).
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 | $8,365 | $63,156-86.8% | $122,332-93.2% | $62,292-86.6% |
| Participation rate | 36.8% | 60.0%-23.3pp | 71.6%-34.9pp | 69.5%-32.8pp |
| Annual return | 19.19% | 20.61%-1.4pp | 30.27%-11.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $386 | $1,385-72.1% | $4,050-90.5% | $2,042-81.1% |
| Participant deferral / active EE | $643 | $2,321-72.3% | $3,287-80.5% | $3,169-79.7% |
| Admin fee / account holder | $3 | $440-99.3% | $5,478-99.9% | $479-99.4% |