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.
Employer contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,201 | $43,423-67.3% | $78,689-82.0% | $55,167-74.3% |
| Participation rate | 90.8% | 68.0%+22.8pp | 73.6%+17.3pp | 69.0%+21.8pp |
| Annual return | 6.68% | 11.53%-4.8pp | 62.18%-55.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $4 | $1,997-99.8% | $2,851-99.9% | $1,963-99.8% |
| Participant deferral / active EE | $2,220 | $2,509-11.5% | $3,517-36.9% | $3,054-27.3% |
| Admin fee / account holder | $156 | $416-62.6% | $4,510-96.5% | $504-69.1% |