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 7-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.
Employer contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,702 | $43,133-96.1% | $89,391-98.1% | $73,488-97.7% |
| Participation rate | 72.6% | 55.0%+17.6pp | 68.0%+4.6pp | 70.7%+1.9pp |
| Annual return | 33.69% | 135.66%-102.0pp | 245.62%-211.9pp | 28.51%+5.2pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $829 | $2,445-66.1% | $3,890-78.7% | $3,740-77.8% |
| Admin fee / account holder | $7 | $444-98.4% | $4,881-99.9% | $513-98.6% |