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 | $102,010 | $73,638+38.5% | $95,952+6.3% | $73,488+38.8% |
| Participation rate | 32.8% | 76.2%-43.3pp | 77.1%-44.3pp | 70.7%-37.9pp |
| Annual return | 16.46% | 16.78%-0.3pp | 91.61%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $523 | $1,863-71.9% | $2,541-79.4% | $2,270-77.0% |
| Participant deferral / active EE | $2,556 | $3,617-29.3% | $4,167-38.7% | $3,740-31.7% |
| Admin fee / account holder | $12 | $482-97.6% | $6,795-99.8% | $513-97.7% |