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 | $72,010 | $52,884+36.2% | $84,750-15.0% | $55,167+30.5% |
| Participation rate | 59.1% | 67.5%-8.5pp | 76.6%-17.5pp | 69.0%-9.9pp |
| Annual return | 7.88% | 18.03%-10.2pp | 22.78%-14.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $586 | $2,233-73.8% | $3,574-83.6% | $1,963-70.1% |
| Participant deferral / active EE | $3,162 | $2,644+19.6% | $3,712-14.8% | $3,054+3.5% |
| Admin fee / account holder | $35 | $581-93.9% | $5,332-99.3% | $504-93.0% |