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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,939 | $59,535-69.9% | $90,160-80.1% | $62,292-71.2% |
| Participation rate | 51.7% | 73.0%-21.4pp | 76.9%-25.2pp | 69.5%-17.8pp |
| Annual return | 30.39% | 23.53%+6.9pp | 34.88%-4.5pp | 28.90%+1.5pp |
| Employer contribution / active EE | $817 | $1,826-55.3% | $3,318-75.4% | $2,042-60.0% |
| Participant deferral / active EE | $4,300 | $4,639-7.3% | $5,288-18.7% | $3,169+35.7% |
| Admin fee / account holder | $6 | $337-98.3% | $5,943-99.9% | $479-98.8% |