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 | $41,510 | $97,954-57.6% | $115,157-64.0% | $77,787-46.6% |
| Participation rate | 15.6% | 52.3%-36.7pp | 75.9%-60.3pp | 73.2%-57.6pp |
| Annual return | 49.96% | 23.95%+26.0pp | 35.60%+14.4pp | 32.57%+17.4pp |
| Employer contribution / active EE | $420 | $927-54.7% | $3,179-86.8% | $2,504-83.2% |
| Participant deferral / active EE | $772 | $1,655-53.4% | $4,168-81.5% | $3,967-80.6% |
| Admin fee / account holder | $48 | $347-86.2% | $7,088-99.3% | $100-52.0% |