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 | $128,497 | $66,124+94.3% | $90,404+42.1% | $73,488+74.9% |
| Participation rate | 42.1% | 69.7%-27.6pp | 72.7%-30.6pp | 70.7%-28.6pp |
| Annual return | 12.40% | 17.65%-5.3pp | 1293.02%-1280.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $497 | $2,346-78.8% | $3,262-84.8% | $2,270-78.1% |
| Participant deferral / active EE | $1,969 | $3,039-35.2% | $3,963-50.3% | $3,740-47.3% |
| Admin fee / account holder | $136 | $396-65.7% | $5,611-97.6% | $513-73.5% |