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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,256 | $50,958-58.3% | $74,550-71.5% | $64,186-66.9% |
| Participation rate | 68.3% | 61.1%+7.2pp | 69.1%-0.9pp | 69.6%-1.3pp |
| Annual return | -5.14% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $639 | $1,115-42.7% | $1,961-67.4% | $2,381-73.1% |
| Participant deferral / active EE | $2,013 | $2,301-12.6% | $3,108-35.2% | $3,470-42.0% |
| Admin fee / account holder | $8 | $4,223-99.8% | $5,060-99.8% | $4,888-99.8% |