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 | $27,580 | $38,365-28.1% | $84,611-67.4% | $65,185-57.7% |
| Participation rate | 49.5% | 55.7%-6.1pp | 68.2%-18.7pp | 70.2%-20.7pp |
| Annual return | 23.68% | 32.00%-8.3pp | 258.74%-235.1pp | 29.38%-5.7pp |
| Employer contribution / active EE | $594 | $1,258-52.8% | $2,652-77.6% | $2,177-72.7% |
| Participant deferral / active EE | $1,341 | $2,278-41.1% | $3,899-65.6% | $3,514-61.8% |
| Admin fee / account holder | $0 | $451-100.0% | $4,912-100.0% | $847-100.0% |