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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,179 | $55,453-72.6% | $170,442-91.1% | $62,292-75.6% |
| Participation rate | 56.8% | 66.4%-9.6pp | 83.6%-26.8pp | 69.5%-12.7pp |
| Annual return | 19.25% | 21.38%-2.1pp | 205.93%-186.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $745 | $2,164-65.6% | $5,433-86.3% | $2,042-63.5% |
| Participant deferral / active EE | $1,893 | $2,303-17.8% | $4,939-61.7% | $3,169-40.3% |
| Admin fee / account holder | $147 | $455-67.8% | $13,880-98.9% | $479-69.4% |