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 9-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 | $42,060 | $45,825-8.2% | $90,645-53.6% | $56,287-25.3% |
| Participation rate | 23.9% | 66.7%-42.8pp | 74.0%-50.1pp | 69.9%-46.0pp |
| Annual return | -3.65% | 38.64%-42.3pp | 1.88%-5.5pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,990 | $2,562-22.3% | $3,425-41.9% | $3,350-40.6% |
| Admin fee / account holder | $27 | $413-93.6% | $4,994-99.5% | $521-94.9% |