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 | $113,306 | $51,620+119.5% | $90,281+25.5% | $65,185+73.8% |
| Participation rate | 38.5% | 68.6%-30.2pp | 73.3%-34.8pp | 70.2%-31.7pp |
| Annual return | 28.46% | 24.94%+3.5pp | 78.10%-49.6pp | 29.38%-0.9pp |
| Employer contribution / active EE | $449 | $2,235-79.9% | $2,854-84.3% | $2,177-79.4% |
| Participant deferral / active EE | $1,794 | $2,871-37.5% | $3,885-53.8% | $3,514-48.9% |
| Admin fee / account holder | $29 | $384-92.6% | $5,351-99.5% | $847-96.6% |