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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $118,963 | $62,586+90.1% | $76,768+55.0% | $64,186+85.3% |
| Participation rate | 91.7% | 72.8%+18.9pp | 77.0%+14.7pp | 69.6%+22.1pp |
| Annual return | -3.92% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,730 | $1,832+49.0% | $2,485+9.9% | $2,381+14.7% |
| Participant deferral / active EE | $2,931 | $3,145-6.8% | $3,852-23.9% | $3,470-15.5% |
| Admin fee / account holder | $7 | $4,667-99.9% | $6,675-99.9% | $4,888-99.9% |