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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,367 | $36,767-52.8% | $81,478-78.7% | $62,292-72.1% |
| Participation rate | 54.3% | 54.4%-0.1pp | 68.0%-13.6pp | 69.5%-15.2pp |
| Annual return | 231.12% | 173.80%+57.3pp | 38.78%+192.3pp | 28.90%+202.2pp |
| Employer contribution / active EE | $1,874 | $1,128+66.1% | $2,568-27.0% | $2,042-8.2% |
| Participant deferral / active EE | $3,107 | $2,111+47.2% | $3,537-12.2% | $3,169-2.0% |
| Admin fee / account holder | $23 | $797-97.2% | $4,561-99.5% | $479-95.3% |