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 | $22,915 | $52,884-56.7% | $84,750-73.0% | $55,167-58.5% |
| Participation rate | 36.8% | 67.5%-30.7pp | 76.6%-39.8pp | 69.0%-32.2pp |
| Annual return | 37.98% | 18.03%+19.9pp | 22.78%+15.2pp | 169.23%-131.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,697 | $2,644-35.8% | $3,712-54.3% | $3,054-44.4% |
| Admin fee / account holder | $10 | $581-98.3% | $5,332-99.8% | $504-98.0% |