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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,567 | $58,577-1.7% | $83,333-30.9% | $64,186-10.3% |
| Participation rate | 32.6% | 72.0%-39.4pp | 77.8%-45.2pp | 69.6%-37.0pp |
| Annual return | -10.90% | 9.65%-20.5pp | 10.63%-21.5pp | 7.63%-18.5pp |
| Employer contribution / active EE | $246 | $2,098-88.3% | $3,379-92.7% | $2,381-89.7% |
| Participant deferral / active EE | $2,848 | $4,654-38.8% | $5,565-48.8% | $3,470-17.9% |
| Admin fee / account holder | $14 | $9,275-99.9% | $7,510-99.8% | $4,888-99.7% |