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 | $84,188 | $48,046+75.2% | $84,611-0.5% | $72,985+15.4% |
| Participation rate | 59.6% | 57.6%+2.1pp | 68.2%-8.6pp | 69.5%-9.8pp |
| Annual return | 22.62% | 37.38%-14.8pp | 258.74%-236.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,232 | $1,602+101.8% | $2,652+21.9% | $2,440+32.5% |
| Participant deferral / active EE | $5,937 | $2,680+121.5% | $3,899+52.3% | $3,607+64.6% |
| Admin fee / account holder | $17 | $3,395-99.5% | $4,912-99.7% | $5,124-99.7% |