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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,400 | $52,639-70.7% | $185,117-91.7% | $62,292-75.3% |
| Participation rate | 98.4% | 63.9%+34.6pp | 77.3%+21.1pp | 69.5%+28.9pp |
| Annual return | 12.79% | 19.57%-6.8pp | 40.50%-27.7pp | 28.90%-16.1pp |
| Employer contribution / active EE | $607 | $1,483-59.0% | $4,182-85.5% | $2,042-70.3% |
| Participant deferral / active EE | $1,480 | $3,097-52.2% | $5,045-70.7% | $3,169-53.3% |
| Admin fee / account holder | $15 | $374-96.0% | $8,159-99.8% | $479-96.9% |