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 | $40,009 | $61,473-34.9% | $81,930-51.2% | $73,409-45.5% |
| Participation rate | 66.2% | 72.4%-6.2pp | 72.0%-5.8pp | 72.2%-6.0pp |
| Annual return | 14.51% | 28.26%-13.7pp | 29.49%-15.0pp | 59.29%-44.8pp |
| Employer contribution / active EE | $881 | $1,898-53.6% | $4,310-79.6% | $2,234-60.6% |
| Participant deferral / active EE | $2,375 | $3,080-22.9% | $7,107-66.6% | $3,805-37.6% |
| Admin fee / account holder | $202 | $125+60.9% | $5,158-96.1% | $158+27.9% |