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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,835 | $54,573-85.6% | $90,951-91.4% | $73,488-89.3% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.0%+23.3pp | 70.7%+21.6pp |
| Annual return | 22.74% | 16.69%+6.1pp | 134.60%-111.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,591 | $2,517+42.7% | $3,373+6.5% | $3,740-4.0% |
| Admin fee / account holder | $1 | $521-99.8% | $5,959-100.0% | $513-99.8% |