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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,221 | $52,953-39.2% | $172,739-81.3% | $65,185-50.6% |
| Participation rate | 0.0% | 66.2%-66.2pp | 82.6%-82.6pp | 70.2%-70.2pp |
| Annual return | 22.20% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $281 | $2,190-87.1% | $5,143-94.5% | $2,177-87.1% |
| Participant deferral / active EE | $1,459 | $2,471-41.0% | $5,198-71.9% | $3,514-58.5% |
| Admin fee / account holder | $176 | $472-62.7% | $13,954-98.7% | $847-79.2% |