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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,235 | $80,753+3.1% | $136,294-38.9% | $62,292+33.6% |
| Participation rate | 69.9% | 73.5%-3.7pp | 81.9%-12.1pp | 69.5%+0.3pp |
| Annual return | 18.94% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $364 | $2,884-87.4% | $4,695-92.3% | $2,042-82.2% |
| Participant deferral / active EE | $3,928 | $5,164-23.9% | $6,247-37.1% | $3,169+23.9% |
| Admin fee / account holder | $53 | $525-89.9% | $9,243-99.4% | $479-88.9% |