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 | $45,920 | $58,726-21.8% | $92,233-50.2% | $62,292-26.3% |
| Participation rate | 55.8% | 68.3%-12.6pp | 76.5%-20.7pp | 69.5%-13.8pp |
| Annual return | 16.68% | 43.62%-26.9pp | 176.28%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $579 | $2,392-75.8% | $3,679-84.3% | $2,042-71.6% |
| Participant deferral / active EE | $2,645 | $2,766-4.4% | $3,897-32.1% | $3,169-16.5% |
| Admin fee / account holder | $21 | $556-96.3% | $5,194-99.6% | $479-95.7% |