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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,962 | $55,636-89.3% | $81,983-92.7% | $73,488-91.9% |
| Participation rate | 70.5% | 62.3%+8.2pp | 69.2%+1.3pp | 70.7%-0.1pp |
| Annual return | 18.31% | 19.07%-0.8pp | 41.31%-23.0pp | 28.51%-10.2pp |
| Employer contribution / active EE | $322 | $1,625-80.2% | $2,498-87.1% | $2,270-85.8% |
| Participant deferral / active EE | $1,084 | $2,762-60.8% | $3,722-70.9% | $3,740-71.0% |
| Admin fee / account holder | $68 | $493-86.1% | $5,664-98.8% | $513-86.7% |