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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,200 | $58,726-57.1% | $92,233-72.7% | $62,292-59.5% |
| Participation rate | 86.1% | 68.3%+17.8pp | 76.5%+9.6pp | 69.5%+16.6pp |
| Annual return | 18.85% | 43.62%-24.8pp | 176.28%-157.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,052 | $2,392-56.0% | $3,679-71.4% | $2,042-48.5% |
| Participant deferral / active EE | $3,440 | $2,766+24.4% | $3,897-11.7% | $3,169+8.5% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.7% |