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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,138 | $34,934-88.2% | $56,411-92.7% | $74,495-94.4% |
| Participation rate | 75.3% | 32.8%+42.5pp | 52.5%+22.8pp | 67.2%+8.1pp |
| Annual return | 18.75% | 25.94%-7.2pp | 1701.33%-1682.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $263 | $609-56.8% | $1,039-74.7% | $2,623-90.0% |
| Participant deferral / active EE | $397 | $1,170-66.1% | $1,952-79.7% | $4,346-90.9% |
| Admin fee / account holder | $5 | $2,364-99.8% | $2,829-99.8% | $1,942-99.7% |