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 | $67,114 | $41,854+60.4% | $73,843-9.1% | $52,331+28.3% |
| Participation rate | 49.5% | 66.2%-16.7pp | 73.4%-23.9pp | 68.1%-18.6pp |
| Annual return | 3.03% | 2.11%+0.9pp | 2267.84%-2264.8pp | 4.54%-1.5pp |
| Employer contribution / active EE | $477 | $1,920-75.1% | $2,787-82.9% | $1,882-74.6% |
| Participant deferral / active EE | $2,717 | $2,498+8.8% | $3,583-24.2% | $3,022-10.1% |
| Admin fee / account holder | $16 | $493-96.7% | $4,880-99.7% | $592-97.2% |