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 6-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.
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 | $102,990 | $99,957+3.0% | $149,696-31.2% | $73,488+40.1% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.5%+15.2pp | 70.7%+27.0pp |
| Annual return | 15.06% | 53.87%-38.8pp | 276.60%-261.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,221 | $3,191-61.7% | $4,644-73.7% | $2,270-46.2% |
| Participant deferral / active EE | $11,178 | $6,073+84.1% | $6,842+63.4% | $3,740+198.9% |
| Admin fee / account holder | $27 | $551-95.2% | $9,309-99.7% | $513-94.8% |