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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,758 | $48,277-30.1% | $63,517-46.9% | $55,191-38.8% |
| Participation rate | 65.3% | 69.4%-4.0pp | 71.0%-5.7pp | 69.2%-3.8pp |
| Annual return | 0.18% | 2.37%-2.2pp | -70.30%+70.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $482 | $1,592-69.7% | $2,322-79.2% | $1,899-74.6% |
| Participant deferral / active EE | $1,726 | $2,432-29.0% | $2,953-41.5% | $3,046-43.3% |
| Admin fee / account holder | $234 | $86+172.6% | $5,892-96.0% | $91+158.2% |