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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,344 | $54,590-49.9% | $81,930-66.6% | $73,488-62.8% |
| Participation rate | 55.0% | 68.3%-13.4pp | 72.0%-17.0pp | 70.7%-15.7pp |
| Annual return | 20.29% | 17.74%+2.6pp | 29.49%-9.2pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,065 | $1,636-34.9% | $4,310-75.3% | $2,270-53.1% |
| Participant deferral / active EE | $1,755 | $2,759-36.4% | $7,107-75.3% | $3,740-53.1% |
| Admin fee / account holder | $21 | $592-96.5% | $5,158-99.6% | $513-96.0% |