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.
Annual investment return 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).
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 | $15,872 | $52,903-70.0% | $73,307-78.3% | $59,632-73.4% |
| Participation rate | 34.1% | 68.2%-34.1pp | 74.9%-40.8pp | 68.7%-34.6pp |
| Annual return | -3.50% | 12.20%-15.7pp | 5.67%-9.2pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,730 | $4,069-32.9% | $4,991-45.3% | $3,192-14.5% |
| Admin fee / account holder | $8 | $3,834-99.8% | $5,637-99.9% | $4,297-99.8% |