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 7-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 | $72,313 | $56,972+26.9% | $182,532-60.4% | $65,185+10.9% |
| Participation rate | 63.2% | 66.5%-3.3pp | 78.0%-14.8pp | 70.2%-7.0pp |
| Annual return | 0.00% | 27.67%-27.7pp | 148.54%-148.5pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,314 | $1,615+43.3% | $4,076-43.2% | $2,177+6.3% |
| Participant deferral / active EE | $4,432 | $3,526+25.7% | $5,524-19.8% | $3,514+26.1% |
| Admin fee / account holder | $42 | $528-92.0% | $8,592-99.5% | $847-95.0% |