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 | $61,442 | $40,522+51.6% | $84,611-27.4% | $67,579-9.1% |
| Participation rate | 12.1% | 51.1%-39.0pp | 68.2%-56.2pp | 71.3%-59.2pp |
| Annual return | 20.78% | 32.72%-11.9pp | 258.74%-238.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,944 | $2,132-8.8% | $3,899-50.1% | $3,539-45.1% |
| Admin fee / account holder | $46 | $145-68.7% | $4,912-99.1% | $142-68.0% |