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 | $53,258 | $52,670+1.1% | $90,404-41.1% | $73,409-27.5% |
| Participation rate | 91.4% | 67.7%+23.8pp | 72.7%+18.7pp | 72.2%+19.2pp |
| Annual return | 11.70% | 20.70%-9.0pp | 1293.02%-1281.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,921 | $1,872+2.6% | $3,262-41.1% | $2,234-14.0% |
| Participant deferral / active EE | $3,525 | $2,807+25.6% | $3,963-11.0% | $3,805-7.4% |
| Admin fee / account holder | $155 | $117+33.0% | $5,611-97.2% | $158-1.7% |