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 | $44,258 | $47,977-7.8% | $154,107-71.3% | $56,287-21.4% |
| Participation rate | 58.4% | 66.2%-7.8pp | 83.0%-24.6pp | 69.9%-11.4pp |
| Annual return | -4.83% | 3.54%-8.4pp | 735.12%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $634 | $2,169-70.8% | $5,298-88.0% | $2,111-70.0% |
| Participant deferral / active EE | $3,906 | $2,392+63.3% | $5,081-23.1% | $3,350+16.6% |
| Admin fee / account holder | $177 | $438-59.6% | $13,411-98.7% | $521-66.0% |