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 | $51,131 | $67,606-24.4% | $82,313-37.9% | $70,131-27.1% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 14.90% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,642 | $1,755-6.4% | $2,428-32.4% | $2,342-29.9% |
| Participant deferral / active EE | $2,174 | $2,987-27.2% | $3,706-41.3% | $3,332-34.8% |
| Admin fee / account holder | $34 | $4,512-99.2% | $5,608-99.4% | $4,645-99.3% |