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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,400 | $50,498-59.6% | $75,781-73.1% | $55,191-63.0% |
| Participation rate | 22.8% | 69.4%-46.7pp | 75.8%-53.1pp | 69.2%-46.4pp |
| Annual return | -4.74% | 1.80%-6.5pp | 9.68%-14.4pp | 10.78%-15.5pp |
| Employer contribution / active EE | $395 | $2,291-82.8% | $3,323-88.1% | $1,899-79.2% |
| Participant deferral / active EE | $1,028 | $2,589-60.3% | $3,651-71.8% | $3,046-66.2% |
| Admin fee / account holder | $29 | $123-76.7% | $5,299-99.5% | $91-68.5% |