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 | $61,874 | $45,566+35.8% | $64,105-3.5% | $59,632+3.8% |
| Participation rate | 90.2% | 60.2%+30.0pp | 68.2%+22.0pp | 68.7%+21.5pp |
| Annual return | -0.93% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $264 | $934-71.7% | $1,820-85.5% | $2,203-88.0% |
| Participant deferral / active EE | $6,232 | $2,057+203.0% | $2,822+120.9% | $3,192+95.3% |
| Admin fee / account holder | $20 | $3,268-99.4% | $4,499-99.6% | $4,297-99.5% |