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 | $14,368 | $76,000-81.1% | $154,107-90.7% | $64,186-77.6% |
| Participation rate | 58.1% | 70.4%-12.3pp | 83.0%-24.9pp | 69.6%-11.4pp |
| Annual return | -6.80% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $957 | $3,351-71.5% | $5,298-81.9% | $2,381-59.8% |
| Participant deferral / active EE | $1,334 | $3,175-58.0% | $5,081-73.7% | $3,470-61.6% |
| Admin fee / account holder | $3 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |