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 | $85,538 | $53,127+61.0% | $86,590-1.2% | $70,131+22.0% |
| Participation rate | 55.3% | 65.3%-10.0pp | 73.5%-18.2pp | 69.5%-14.2pp |
| Annual return | 19.93% | 27.66%-7.7pp | 964.84%-944.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $583 | $2,068-71.8% | $2,839-79.5% | $2,342-75.1% |
| Participant deferral / active EE | $3,145 | $2,696+16.7% | $3,609-12.8% | $3,332-5.6% |
| Admin fee / account holder | $20 | $3,585-99.4% | $4,906-99.6% | $4,645-99.6% |