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.
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.
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 | $22,460 | $73,102-69.3% | $123,544-81.8% | $56,287-60.1% |
| Participation rate | 55.5% | 74.3%-18.8pp | 82.3%-26.8pp | 69.9%-14.4pp |
| Annual return | -0.49% | 3.01%-3.5pp | 119.20%-119.7pp | -9.96%+9.5pp |
| Employer contribution / active EE | $1,285 | $2,977-56.8% | $4,628-72.2% | $2,111-39.1% |
| Participant deferral / active EE | $4,776 | $5,423-11.9% | $6,426-25.7% | $3,350+42.6% |
| Admin fee / account holder | $4 | $554-99.2% | $9,284-100.0% | $521-99.1% |