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 | $15,502 | $44,425-65.1% | $67,834-77.1% | $55,167-71.9% |
| Participation rate | 47.8% | 59.7%-11.9pp | 68.8%-21.0pp | 69.0%-21.2pp |
| Annual return | 17.13% | 17.80%-0.7pp | 138.47%-121.3pp | 169.23%-152.1pp |
| Employer contribution / active EE | $1,305 | $1,351-3.4% | $2,403-45.7% | $1,963-33.5% |
| Participant deferral / active EE | $1,994 | $2,166-7.9% | $3,160-36.9% | $3,054-34.7% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |