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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,264 | $50,498-44.0% | $75,781-62.7% | $55,191-48.8% |
| Participation rate | 28.3% | 69.4%-41.1pp | 75.8%-47.5pp | 69.2%-40.9pp |
| Annual return | 1.27% | 1.80%-0.5pp | 9.68%-8.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $506 | $2,291-77.9% | $3,323-84.8% | $1,899-73.4% |
| Participant deferral / active EE | $1,417 | $2,589-45.3% | $3,651-61.2% | $3,046-53.5% |
| Admin fee / account holder | $43 | $123-65.3% | $5,299-99.2% | $91-52.9% |