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.
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 | $42,478 | $52,953-19.8% | $172,739-75.4% | $65,185-34.8% |
| Participation rate | 58.5% | 66.2%-7.7pp | 82.6%-24.1pp | 70.2%-11.7pp |
| Annual return | 4.22% | 30.12%-25.9pp | 802.84%-798.6pp | 29.38%-25.2pp |
| Employer contribution / active EE | $966 | $2,190-55.9% | $5,143-81.2% | $2,177-55.6% |
| Participant deferral / active EE | $1,336 | $2,471-45.9% | $5,198-74.3% | $3,514-62.0% |
| Admin fee / account holder | $39 | $472-91.8% | $13,954-99.7% | $847-95.4% |