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 | $29,276 | $55,453-47.2% | $170,442-82.8% | $62,292-53.0% |
| Participation rate | 36.7% | 66.4%-29.7pp | 83.6%-46.9pp | 69.5%-32.8pp |
| Annual return | 16.05% | 21.38%-5.3pp | 205.93%-189.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $382 | $2,164-82.3% | $5,433-93.0% | $2,042-81.3% |
| Participant deferral / active EE | $960 | $2,303-58.3% | $4,939-80.6% | $3,169-69.7% |
| Admin fee / account holder | $6 | $455-98.7% | $13,880-100.0% | $479-98.7% |