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 | $12,094 | $25,302-52.2% | $74,701-83.8% | $67,579-82.1% |
| Participation rate | 29.6% | 37.8%-8.3pp | 54.5%-24.9pp | 71.3%-41.7pp |
| Annual return | 20.68% | 10291.17%-10270.5pp | 752.92%-732.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $481 | $446+7.8% | $1,084-55.6% | $2,148-77.6% |
| Participant deferral / active EE | $904 | $954-5.2% | $1,964-54.0% | $3,539-74.5% |
| Admin fee / account holder | $3 | $108-97.4% | $3,333-99.9% | $142-98.1% |