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 | $29,417 | $55,453-47.0% | $170,442-82.7% | $62,292-52.8% |
| Participation rate | 48.6% | 66.4%-17.8pp | 83.6%-35.0pp | 69.5%-20.9pp |
| Annual return | 20.93% | 21.38%-0.5pp | 205.93%-185.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $689 | $2,164-68.2% | $5,433-87.3% | $2,042-66.3% |
| Participant deferral / active EE | $1,707 | $2,303-25.9% | $4,939-65.4% | $3,169-46.1% |
| Admin fee / account holder | $99 | $455-78.3% | $13,880-99.3% | $479-79.4% |