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 | $42,398 | $80,753-47.5% | $136,294-68.9% | $62,292-31.9% |
| Participation rate | 68.5% | 73.5%-5.1pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 18.05% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $2,937 | $2,884+1.8% | $4,695-37.5% | $2,042+43.8% |
| Participant deferral / active EE | $7,285 | $5,164+41.1% | $6,247+16.6% | $3,169+129.9% |
| Admin fee / account holder | $37 | $525-93.0% | $9,243-99.6% | $479-92.4% |