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 9-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,990 | $64,286+27.5% | $90,951-9.9% | $73,409+11.7% |
| Participation rate | 22.5% | 63.6%-41.1pp | 69.0%-46.5pp | 72.2%-49.7pp |
| Annual return | 10.14% | 21.45%-11.3pp | 134.60%-124.5pp | 59.29%-49.2pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,176 | $2,453-52.0% | $3,373-65.1% | $3,805-69.1% |
| Admin fee / account holder | $762 | $287+165.4% | $5,959-87.2% | $158+382.6% |