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.
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 | $29,606 | $52,953-44.1% | $172,739-82.9% | $65,185-54.6% |
| Participation rate | 34.8% | 66.2%-31.4pp | 82.6%-47.9pp | 70.2%-35.4pp |
| Annual return | 3.24% | 30.12%-26.9pp | 802.84%-799.6pp | 29.38%-26.1pp |
| Employer contribution / active EE | $514 | $2,190-76.5% | $5,143-90.0% | $2,177-76.4% |
| Participant deferral / active EE | $843 | $2,471-65.9% | $5,198-83.8% | $3,514-76.0% |
| Admin fee / account holder | $15 | $472-96.8% | $13,954-99.9% | $847-98.2% |