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 | $30,633 | $54,380-43.7% | $68,509-55.3% | $59,632-48.6% |
| Participation rate | 62.5% | 70.2%-7.7pp | 74.7%-12.2pp | 68.7%-6.2pp |
| Annual return | -2.18% | 2.83%-5.0pp | 8.27%-10.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $293 | $1,539-80.9% | $2,278-87.1% | $2,203-86.7% |
| Participant deferral / active EE | $1,947 | $2,643-26.4% | $3,382-42.5% | $3,192-39.0% |
| Admin fee / account holder | $20 | $3,885-99.5% | $5,275-99.6% | $4,297-99.5% |