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 | $29,511 | $47,456-37.8% | $172,739-82.9% | $77,787-62.1% |
| Participation rate | 51.3% | 66.3%-15.0pp | 82.6%-31.3pp | 73.2%-21.9pp |
| Annual return | 21.12% | 35.57%-14.4pp | 802.84%-781.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $411 | $1,574-73.9% | $5,143-92.0% | $2,504-83.6% |
| Participant deferral / active EE | $1,464 | $2,560-42.8% | $5,198-71.8% | $3,967-63.1% |
| Admin fee / account holder | $3 | $81-96.4% | $13,954-100.0% | $100-97.1% |