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.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $125,108 | $138,065-9.4% | $123,544+1.3% | $135,375-7.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.07% | 153.68%-153.8pp | 119.20%-119.3pp | 519.73%-519.8pp |
| Employer contribution / active EE | $7,815 | $5,151+51.7% | $4,628+68.9% | $4,779+63.5% |
| Participant deferral / active EE | $9,232 | $6,799+35.8% | $6,426+43.7% | $5,609+64.6% |
| Admin fee / account holder | $155 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |