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 9-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 | $35,622 | $37,196-4.2% | $154,107-76.9% | $55,725-36.1% |
| Participation rate | 15.8% | 64.1%-48.3pp | 83.0%-67.2pp | 70.9%-55.0pp |
| Annual return | -1.92% | 1319.68%-1321.6pp | 735.12%-737.0pp | 244.93%-246.8pp |
| Employer contribution / active EE | $328 | $1,614-79.7% | $5,298-93.8% | $2,078-84.2% |
| Participant deferral / active EE | $791 | $2,068-61.8% | $5,081-84.4% | $3,356-76.4% |
| Admin fee / account holder | $4 | $102-96.0% | $13,411-100.0% | $115-96.4% |