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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,856 | $39,859-55.2% | $78,689-77.3% | $57,658-69.0% |
| Participation rate | 30.4% | 66.1%-35.7pp | 73.6%-43.2pp | 70.2%-39.8pp |
| Annual return | 17.40% | 18.96%-1.6pp | 62.18%-44.8pp | 5.13%+12.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,084 | $2,248-51.8% | $3,517-69.2% | $3,061-64.6% |
| Admin fee / account holder | $21 | $76-71.9% | $4,510-99.5% | $95-77.3% |