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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,230 | $65,061-67.4% | $143,757-85.2% | $66,914-68.3% |
| Participation rate | 40.2% | 65.2%-25.0pp | 80.3%-40.1pp | 69.8%-29.6pp |
| Annual return | -6.47% | -11.14%+4.7pp | -0.04%-6.4pp | 1.58%-8.1pp |
| Employer contribution / active EE | $654 | $2,361-72.3% | $4,951-86.8% | $2,544-74.3% |
| Participant deferral / active EE | $1,113 | $2,919-61.9% | $5,637-80.3% | $4,237-73.7% |
| Admin fee / account holder | $57 | $502-88.7% | $14,673-99.6% | $593-90.4% |