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 6-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 | $37,420 | $46,292-19.2% | $143,757-74.0% | $64,808-42.3% |
| Participation rate | 38.7% | 64.2%-25.5pp | 80.3%-41.6pp | 71.5%-32.8pp |
| Annual return | 61.14% | -10.05%+71.2pp | -0.04%+61.2pp | 32.82%+28.3pp |
| Employer contribution / active EE | $1,412 | $1,910-26.0% | $4,951-71.5% | $2,506-43.6% |
| Participant deferral / active EE | $2,829 | $2,646+6.9% | $5,637-49.8% | $4,310-34.4% |
| Admin fee / account holder | $132 | $154-14.2% | $14,673-99.1% | $188-29.8% |