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 | $94,742 | $74,089+27.9% | $133,980-29.3% | $55,167+71.7% |
| Participation rate | 47.4% | 84.3%-36.9pp | 87.1%-39.6pp | 69.0%-21.6pp |
| Annual return | 9.24% | 12.11%-2.9pp | 29.30%-20.1pp | 169.23%-160.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,990 | $4,678-14.7% | $6,282-36.5% | $3,054+30.7% |
| Admin fee / account holder | $23 | $458-95.0% | $9,324-99.8% | $504-95.4% |