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 | $18,256 | $49,280-63.0% | $67,313-72.9% | $64,186-71.6% |
| Participation rate | 60.7% | 60.8%-0.1pp | 69.1%-8.4pp | 69.6%-8.9pp |
| Annual return | -5.83% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $383 | $1,668-77.1% | $2,566-85.1% | $2,381-83.9% |
| Participant deferral / active EE | $1,144 | $2,484-54.0% | $3,568-68.0% | $3,470-67.0% |
| Admin fee / account holder | $26 | $3,863-99.3% | $4,507-99.4% | $4,888-99.5% |