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.
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 | $38,348 | $62,928-39.1% | $172,739-77.8% | $67,579-43.3% |
| Participation rate | 47.6% | 64.5%-16.8pp | 82.6%-35.0pp | 71.3%-23.7pp |
| Annual return | 22.86% | 30.36%-7.5pp | 802.84%-780.0pp | 378.56%-355.7pp |
| Employer contribution / active EE | $280 | $1,636-82.9% | $5,143-94.6% | $2,148-87.0% |
| Participant deferral / active EE | $989 | $2,145-53.9% | $5,198-81.0% | $3,539-72.0% |
| Admin fee / account holder | $18 | $167-89.1% | $13,954-99.9% | $142-87.3% |