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 | $56,238 | $52,467+7.2% | $57,179-1.6% | $55,167+1.9% |
| Participation rate | 24.6% | 75.8%-51.2pp | 75.3%-50.7pp | 69.0%-44.4pp |
| Annual return | 5.03% | 7.72%-2.7pp | 14.59%-9.6pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,591 | $2,830-43.8% | $3,096-48.6% | $3,054-47.9% |
| Admin fee / account holder | $4 | $269-98.7% | $3,139-99.9% | $504-99.3% |