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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,353 | $44,873-70.2% | $79,464-83.2% | $56,287-76.3% |
| Participation rate | 69.8% | 68.7%+1.0pp | 73.3%-3.6pp | 69.9%-0.1pp |
| Annual return | -4.38% | 0.81%-5.2pp | 718.14%-722.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $383 | $2,140-82.1% | $2,800-86.3% | $2,111-81.9% |
| Participant deferral / active EE | $1,202 | $2,746-56.2% | $3,704-67.5% | $3,350-64.1% |
| Admin fee / account holder | $23 | $418-94.4% | $5,113-99.5% | $521-95.5% |