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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,938 | $75,183-37.6% | $123,892-62.1% | $55,167-14.9% |
| Participation rate | 83.0% | 72.8%+10.2pp | 81.4%+1.6pp | 69.0%+14.0pp |
| Annual return | 8.61% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $484 | $2,823-82.9% | $4,617-89.5% | $1,963-75.4% |
| Participant deferral / active EE | $2,384 | $5,084-53.1% | $5,984-60.2% | $3,054-22.0% |
| Admin fee / account holder | $15 | $663-97.7% | $8,357-99.8% | $504-97.0% |