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 | $25,418 | $36,916-31.1% | $156,549-83.8% | $57,658-55.9% |
| Participation rate | 27.6% | 63.4%-35.8pp | 84.0%-56.4pp | 70.2%-42.6pp |
| Annual return | 7.06% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $328 | $1,571-79.1% | $5,501-94.0% | $1,974-83.4% |
| Participant deferral / active EE | $1,001 | $1,926-48.0% | $4,871-79.5% | $3,061-67.3% |
| Admin fee / account holder | $18 | $82-78.3% | $13,027-99.9% | $95-81.1% |