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 | $30,386 | $49,138-38.2% | $84,015-63.8% | $65,185-53.4% |
| Participation rate | 59.6% | 60.7%-1.1pp | 69.0%-9.4pp | 70.2%-10.6pp |
| Annual return | 20.55% | 23.00%-2.4pp | 71.31%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $556 | $914-39.2% | $1,983-72.0% | $2,177-74.5% |
| Participant deferral / active EE | $1,214 | $2,397-49.3% | $3,239-62.5% | $3,514-65.4% |
| Admin fee / account holder | $13 | $543-97.6% | $6,101-99.8% | $847-98.5% |