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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,018 | $23,224-48.3% | $71,086-83.1% | $55,725-78.4% |
| Participation rate | 29.1% | 37.9%-8.8pp | 54.7%-25.6pp | 70.9%-41.8pp |
| Annual return | -0.84% | -2.87%+2.0pp | 650.59%-651.4pp | 244.93%-245.8pp |
| Employer contribution / active EE | $393 | $436-9.9% | $1,088-63.9% | $2,078-81.1% |
| Participant deferral / active EE | $775 | $929-16.5% | $1,874-58.6% | $3,356-76.9% |
| Admin fee / account holder | $8 | $118-93.5% | $3,082-99.8% | $115-93.3% |