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.
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 | $94,760 | $64,954+45.9% | $115,752-18.1% | $62,292+52.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 17.27% | 24.87%-7.6pp | 19.41%-2.1pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,653 | $2,344+13.2% | $3,492-24.0% | $2,042+29.9% |
| Participant deferral / active EE | $3,447 | $3,665-6.0% | $5,204-33.8% | $3,169+8.8% |
| Admin fee / account holder | $9 | $414-97.7% | $6,278-99.8% | $479-98.0% |