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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,410 | $98,982-73.3% | $162,163-83.7% | $65,185-59.5% |
| Participation rate | 66.2% | 85.8%-19.6pp | 87.6%-21.4pp | 70.2%-4.0pp |
| Annual return | 30.95% | 24.84%+6.1pp | 115.59%-84.6pp | 29.38%+1.6pp |
| Employer contribution / active EE | $1,411 | $3,467-59.3% | $5,614-74.9% | $2,177-35.2% |
| Participant deferral / active EE | $3,892 | $5,384-27.7% | $7,298-46.7% | $3,514+10.8% |
| Admin fee / account holder | $27 | $596-95.5% | $10,843-99.8% | $847-96.8% |