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 | $62,492 | $42,383+47.4% | $76,523-18.3% | $64,186-2.6% |
| Participation rate | 58.2% | 58.1%0pp | 68.0%-9.8pp | 69.6%-11.4pp |
| Annual return | -8.17% | -16.54%+8.4pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,975 | $1,563+90.3% | $2,647+12.4% | $2,381+25.0% |
| Participant deferral / active EE | $6,268 | $2,566+144.2% | $3,835+63.4% | $3,470+80.7% |
| Admin fee / account holder | $14 | $3,198-99.6% | $4,848-99.7% | $4,888-99.7% |