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 | $44,499 | $46,173-3.6% | $170,442-73.9% | $69,631-36.1% |
| Participation rate | 28.8% | 63.9%-35.1pp | 83.6%-54.8pp | 70.7%-41.9pp |
| Annual return | 13.68% | 21.62%-7.9pp | 205.93%-192.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,295 | $2,080-37.7% | $4,939-73.8% | $3,224-59.8% |
| Admin fee / account holder | $7 | $116-93.9% | $13,880-99.9% | $110-93.6% |