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 | $228,232 | $31,679+620.4% | $74,701+205.5% | $65,185+250.1% |
| Participation rate | 1.5% | 40.4%-38.8pp | 54.5%-53.0pp | 70.2%-68.7pp |
| Annual return | 20.44% | 39.04%-18.6pp | 752.92%-732.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $801 | $566+41.4% | $1,084-26.1% | $2,177-63.2% |
| Participant deferral / active EE | $1,650 | $1,191+38.5% | $1,964-16.0% | $3,514-53.1% |
| Admin fee / account holder | $50 | $379-86.8% | $3,333-98.5% | $847-94.1% |