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 | $34,805 | $55,453-37.2% | $170,442-79.6% | $62,292-44.1% |
| Participation rate | 36.5% | 66.4%-29.8pp | 83.6%-47.1pp | 69.5%-33.0pp |
| Annual return | 17.28% | 21.38%-4.1pp | 205.93%-188.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $430 | $2,164-80.1% | $5,433-92.1% | $2,042-79.0% |
| Participant deferral / active EE | $1,223 | $2,303-46.9% | $4,939-75.2% | $3,169-61.4% |
| Admin fee / account holder | $16 | $455-96.4% | $13,880-99.9% | $479-96.6% |