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 | $46,759 | $52,519-11.0% | $155,790-70.0% | $59,632-21.6% |
| Participation rate | 58.9% | 61.7%-2.8pp | 76.1%-17.2pp | 68.7%-9.8pp |
| Annual return | -1.32% | 53.51%-54.8pp | 71.54%-72.9pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,415 | $3,084+10.7% | $4,797-28.8% | $3,192+7.0% |
| Admin fee / account holder | $27 | $3,540-99.2% | $7,478-99.6% | $4,297-99.4% |