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 | $46,265 | $54,237-14.7% | $90,281-48.8% | $67,579-31.5% |
| Participation rate | 95.8% | 68.6%+27.2pp | 73.3%+22.5pp | 71.3%+24.5pp |
| Annual return | 20.30% | 37.27%-17.0pp | 78.10%-57.8pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,576 | $1,846-14.6% | $2,854-44.8% | $2,148-26.6% |
| Participant deferral / active EE | $3,007 | $2,625+14.5% | $3,885-22.6% | $3,539-15.0% |
| Admin fee / account holder | $133 | $123+7.4% | $5,351-97.5% | $142-6.9% |