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 | $82,342 | $44,873+83.5% | $79,464+3.6% | $56,287+46.3% |
| Participation rate | 47.1% | 68.7%-21.6pp | 73.3%-26.2pp | 69.9%-22.7pp |
| Annual return | -5.48% | 0.81%-6.3pp | 718.14%-723.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $531 | $2,140-75.2% | $2,800-81.0% | $2,111-74.8% |
| Participant deferral / active EE | $3,023 | $2,746+10.1% | $3,704-18.4% | $3,350-9.8% |
| Admin fee / account holder | $19 | $418-95.5% | $5,113-99.6% | $521-96.4% |