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 | $51,282 | $34,242+49.8% | $76,523-33.0% | $75,289-31.9% |
| Participation rate | 8.5% | 43.9%-35.4pp | 68.0%-59.5pp | 72.4%-63.9pp |
| Annual return | -5.98% | -0.98%-5.0pp | -0.27%-5.7pp | -0.04%-5.9pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,110 | $1,872-40.7% | $3,835-71.0% | $3,739-70.3% |
| Admin fee / account holder | $28 | $112-74.8% | $4,848-99.4% | $102-72.4% |