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 | $47,390 | $42,546+11.4% | $71,796-34.0% | $55,167-14.1% |
| Participation rate | 27.2% | 59.1%-31.9pp | 69.1%-41.9pp | 69.0%-41.8pp |
| Annual return | 6.15% | 12.36%-6.2pp | 78.04%-71.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $226 | $803-71.8% | $1,924-88.2% | $1,963-88.5% |
| Participant deferral / active EE | $1,572 | $2,064-23.8% | $2,794-43.7% | $3,054-48.5% |
| Admin fee / account holder | $9 | $650-98.7% | $4,815-99.8% | $504-98.3% |