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.
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 | $22,724 | $62,928-63.9% | $172,739-86.8% | $67,579-66.4% |
| Participation rate | 68.4% | 64.5%+3.9pp | 82.6%-14.3pp | 71.3%-2.9pp |
| Annual return | 24.27% | 30.36%-6.1pp | 802.84%-778.6pp | 378.56%-354.3pp |
| Employer contribution / active EE | $459 | $1,636-71.9% | $5,143-91.1% | $2,148-78.6% |
| Participant deferral / active EE | $1,689 | $2,145-21.3% | $5,198-67.5% | $3,539-52.3% |
| Admin fee / account holder | $26 | $167-84.2% | $13,954-99.8% | $142-81.5% |