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 8-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 | $14,340 | $31,679-54.7% | $74,701-80.8% | $65,185-78.0% |
| Participation rate | 57.0% | 40.4%+16.6pp | 54.5%+2.5pp | 70.2%-13.2pp |
| Annual return | 22.28% | 39.04%-16.8pp | 752.92%-730.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $655 | $566+15.7% | $1,084-39.6% | $2,177-69.9% |
| Participant deferral / active EE | $1,138 | $1,191-4.4% | $1,964-42.0% | $3,514-67.6% |
| Admin fee / account holder | $16 | $379-95.8% | $3,333-99.5% | $847-98.1% |