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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,034 | $46,732-67.8% | $156,549-90.4% | $55,167-72.7% |
| Participation rate | 48.1% | 65.8%-17.7pp | 84.0%-35.9pp | 69.0%-20.9pp |
| Annual return | 6.62% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $361 | $2,105-82.9% | $5,501-93.4% | $1,963-81.6% |
| Participant deferral / active EE | $522 | $2,204-76.3% | $4,871-89.3% | $3,054-82.9% |
| Admin fee / account holder | $32 | $418-92.5% | $13,027-99.8% | $504-93.7% |