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 | $29,049 | $32,425-10.4% | $74,583-61.1% | $55,167-47.3% |
| Participation rate | 69.8% | 54.0%+15.8pp | 68.1%+1.6pp | 69.0%+0.8pp |
| Annual return | 11.83% | 10.63%+1.2pp | 20.47%-8.6pp | 169.23%-157.4pp |
| Employer contribution / active EE | $1,165 | $1,043+11.7% | $2,525-53.9% | $1,963-40.6% |
| Participant deferral / active EE | $2,969 | $1,995+48.8% | $3,458-14.1% | $3,054-2.8% |
| Admin fee / account holder | $33 | $748-95.6% | $4,138-99.2% | $504-93.5% |