Filed December 1, 2021
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 | $39,064 | $48,076-18.7% | $78,689-50.4% | $62,891-37.9% |
| Participation rate | 45.7% | 65.2%-19.5pp | 73.6%-27.9pp | 69.3%-23.6pp |
| Annual return | 66.35% | 31.35%+35.0pp | 62.18%+4.2pp | 20.14%+46.2pp |
| Employer contribution / active EE | $948 | $2,015-52.9% | $2,851-66.7% | $2,281-58.4% |
| Participant deferral / active EE | $3,831 | $2,588+48.1% | $3,517+8.9% | $3,203+19.6% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |