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 | $24,404 | $45,382-46.2% | $154,107-84.2% | $75,289-67.6% |
| Participation rate | 53.8% | 65.9%-12.1pp | 83.0%-29.2pp | 72.4%-18.6pp |
| Annual return | -5.05% | -0.47%-4.6pp | 735.12%-740.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $408 | $1,533-73.4% | $5,298-92.3% | $2,405-83.0% |
| Participant deferral / active EE | $1,437 | $2,384-39.7% | $5,081-71.7% | $3,739-61.6% |
| Admin fee / account holder | $1 | $89-98.5% | $13,411-100.0% | $102-98.7% |