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 | $97,552 | $50,637+92.6% | $86,590+12.7% | $62,292+56.6% |
| Participation rate | 43.3% | 67.9%-24.6pp | 73.5%-30.2pp | 69.5%-26.2pp |
| Annual return | 18.60% | 20.80%-2.2pp | 964.84%-946.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $418 | $2,075-79.9% | $2,839-85.3% | $2,042-79.5% |
| Participant deferral / active EE | $1,670 | $2,611-36.1% | $3,609-53.7% | $3,169-47.3% |
| Admin fee / account holder | $38 | $413-90.8% | $4,906-99.2% | $479-92.1% |