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 | $48,556 | $52,884-8.2% | $84,750-42.7% | $55,167-12.0% |
| Participation rate | 41.2% | 67.5%-26.3pp | 76.6%-35.4pp | 69.0%-27.8pp |
| Annual return | 6.73% | 18.03%-11.3pp | 22.78%-16.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $556 | $2,233-75.1% | $3,574-84.4% | $1,963-71.7% |
| Participant deferral / active EE | $1,205 | $2,644-54.4% | $3,712-67.5% | $3,054-60.5% |
| Admin fee / account holder | $6 | $581-99.0% | $5,332-99.9% | $504-98.8% |