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.
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 | $71,047 | $46,297+53.5% | $71,671-0.9% | $62,292+14.1% |
| Participation rate | 86.6% | 60.6%+26.0pp | 68.7%+17.9pp | 69.5%+17.1pp |
| Annual return | 12.79% | 22.32%-9.5pp | 20.65%-7.9pp | 28.90%-16.1pp |
| Employer contribution / active EE | $551 | $1,412-61.0% | $2,460-77.6% | $2,042-73.0% |
| Participant deferral / active EE | $4,619 | $2,235+106.7% | $3,438+34.4% | $3,169+45.8% |
| Admin fee / account holder | $17 | $461-96.3% | $5,558-99.7% | $479-96.5% |