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 8-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.
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 | $20,671 | $54,590-62.1% | $81,930-74.8% | $73,488-71.9% |
| Participation rate | 64.6% | 68.3%-3.8pp | 72.0%-7.4pp | 70.7%-6.1pp |
| Annual return | 20.29% | 17.74%+2.6pp | 29.49%-9.2pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,707 | $1,636+4.4% | $4,310-60.4% | $2,270-24.8% |
| Participant deferral / active EE | $2,741 | $2,759-0.6% | $7,107-61.4% | $3,740-26.7% |
| Admin fee / account holder | $20 | $592-96.7% | $5,158-99.6% | $513-96.1% |