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 | $24,247 | $43,423-44.2% | $78,689-69.2% | $55,167-56.0% |
| Participation rate | 65.6% | 68.0%-2.5pp | 73.6%-8.0pp | 69.0%-3.4pp |
| Annual return | 12.05% | 11.53%+0.5pp | 62.18%-50.1pp | 169.23%-157.2pp |
| Employer contribution / active EE | $1,048 | $1,997-47.5% | $2,851-63.2% | $1,963-46.6% |
| Participant deferral / active EE | $2,011 | $2,509-19.8% | $3,517-42.8% | $3,054-34.2% |
| Admin fee / account holder | $10 | $416-97.7% | $4,510-99.8% | $504-98.1% |