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 | $64,097 | $62,132+3.2% | $185,823-65.5% | $73,488-12.8% |
| Participation rate | 67.1% | 67.8%-0.7pp | 78.0%-10.9pp | 70.7%-3.6pp |
| Annual return | 26.76% | 20.44%+6.3pp | 35.95%-9.2pp | 28.51%-1.8pp |
| Employer contribution / active EE | $2,316 | $1,681+37.8% | $4,087-43.3% | $2,270+2.0% |
| Participant deferral / active EE | $4,604 | $3,711+24.0% | $5,632-18.3% | $3,740+23.1% |
| Admin fee / account holder | $40 | $419-90.4% | $9,500-99.6% | $513-92.2% |