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 | $43,075 | $42,546+1.2% | $71,796-40.0% | $55,167-21.9% |
| Participation rate | 40.0% | 59.1%-19.1pp | 69.1%-29.1pp | 69.0%-29.0pp |
| Annual return | 5.89% | 12.36%-6.5pp | 78.04%-72.2pp | 169.23%-163.3pp |
| Employer contribution / active EE | $593 | $803-26.2% | $1,924-69.2% | $1,963-69.8% |
| Participant deferral / active EE | $2,966 | $2,064+43.7% | $2,794+6.1% | $3,054-2.9% |
| Admin fee / account holder | $145 | $650-77.7% | $4,815-97.0% | $504-71.2% |