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.
Employer contribution per participant 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 | $40,143 | $52,884-24.1% | $84,750-52.6% | $55,167-27.2% |
| Participation rate | 63.5% | 67.5%-4.0pp | 76.6%-13.1pp | 69.0%-5.5pp |
| Annual return | 9.70% | 18.03%-8.3pp | 22.78%-13.1pp | 169.23%-159.5pp |
| Employer contribution / active EE | $362 | $2,233-83.8% | $3,574-89.9% | $1,963-81.6% |
| Participant deferral / active EE | $3,615 | $2,644+36.8% | $3,712-2.6% | $3,054+18.4% |
| Admin fee / account holder | $7 | $581-98.8% | $5,332-99.9% | $504-98.6% |