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 | $38,836 | $57,108-32.0% | $94,224-58.8% | $52,331-25.8% |
| Participation rate | 62.2% | 72.9%-10.7pp | 78.8%-16.6pp | 68.1%-5.9pp |
| Annual return | 1.07% | 1.47%-0.4pp | 10.68%-9.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,325 | $3,040-23.5% | $4,320-46.2% | $3,022-23.1% |
| Admin fee / account holder | $2 | $546-99.7% | $6,269-100.0% | $592-99.7% |