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 | $31,291 | $86,332-63.8% | $125,175-75.0% | $65,185-52.0% |
| Participation rate | 66.8% | 75.3%-8.5pp | 79.8%-13.0pp | 70.2%-3.4pp |
| Annual return | 20.95% | 27.43%-6.5pp | 43.79%-22.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,536 | $3,537-28.3% | $4,937-48.6% | $3,514-27.8% |
| Admin fee / account holder | $176 | $609-71.2% | $9,702-98.2% | $847-79.3% |