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.
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 | $35,691 | $66,124-46.0% | $90,404-60.5% | $73,488-51.4% |
| Participation rate | 45.6% | 69.7%-24.1pp | 72.7%-27.1pp | 70.7%-25.1pp |
| Annual return | 18.08% | 17.65%+0.4pp | 1293.02%-1274.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $593 | $2,346-74.7% | $3,262-81.8% | $2,270-73.9% |
| Participant deferral / active EE | $3,351 | $3,039+10.3% | $3,963-15.4% | $3,740-10.4% |
| Admin fee / account holder | $30 | $396-92.3% | $5,611-99.5% | $513-94.1% |