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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,499 | $61,616-74.8% | $105,722-85.3% | $55,167-71.9% |
| Participation rate | 93.9% | 72.9%+20.9pp | 78.9%+14.9pp | 69.0%+24.9pp |
| Annual return | 5.11% | 11.15%-6.0pp | 12.25%-7.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,359 | $3,043-55.3% | $4,079-66.7% | $1,963-30.7% |
| Participant deferral / active EE | $2,733 | $4,213-35.1% | $5,326-48.7% | $3,054-10.5% |
| Admin fee / account holder | $50 | $379-86.8% | $8,308-99.4% | $504-90.1% |