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 | $38,431 | $23,385+64.3% | $69,182-44.4% | $57,658-33.3% |
| Participation rate | 36.4% | 37.9%-1.5pp | 55.1%-18.7pp | 70.2%-33.8pp |
| Annual return | 7.48% | -659.34%+666.8pp | -21.93%+29.4pp | 5.13%+2.4pp |
| Employer contribution / active EE | $92 | $422-78.2% | $1,206-92.4% | $1,974-95.3% |
| Participant deferral / active EE | $782 | $843-7.2% | $1,897-58.8% | $3,061-74.4% |
| Admin fee / account holder | $20 | $82-75.8% | $2,697-99.3% | $95-78.9% |