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 | $43,711 | $36,916+18.4% | $156,549-72.1% | $57,658-24.2% |
| Participation rate | 29.4% | 63.4%-34.0pp | 84.0%-54.6pp | 70.2%-40.8pp |
| Annual return | 5.85% | 12.38%-6.5pp | 32.23%-26.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,481 | $1,926-23.1% | $4,871-69.6% | $3,061-51.6% |
| Admin fee / account holder | $3 | $82-96.6% | $13,027-100.0% | $95-97.1% |