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 | $48,547 | $58,726-17.3% | $92,233-47.4% | $62,292-22.1% |
| Participation rate | 71.8% | 68.3%+3.5pp | 76.5%-4.7pp | 69.5%+2.3pp |
| Annual return | 25.22% | 43.62%-18.4pp | 176.28%-151.1pp | 28.90%-3.7pp |
| Employer contribution / active EE | $521 | $2,392-78.2% | $3,679-85.8% | $2,042-74.5% |
| Participant deferral / active EE | $4,309 | $2,766+55.8% | $3,897+10.6% | $3,169+36.0% |
| Admin fee / account holder | $7 | $556-98.7% | $5,194-99.9% | $479-98.5% |