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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,842 | $36,916-65.2% | $156,549-91.8% | $57,658-77.7% |
| Participation rate | 40.9% | 63.4%-22.5pp | 84.0%-43.1pp | 70.2%-29.3pp |
| Annual return | 391.78% | 12.38%+379.4pp | 32.23%+359.6pp | 5.13%+386.6pp |
| Employer contribution / active EE | $55 | $1,571-96.5% | $5,501-99.0% | $1,974-97.2% |
| Participant deferral / active EE | $617 | $1,926-68.0% | $4,871-87.3% | $3,061-79.9% |
| Admin fee / account holder | $3 | $82-96.4% | $13,027-100.0% | $95-96.9% |