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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,250 | $51,466-82.0% | $78,778-88.3% | $62,292-85.2% |
| Participation rate | 84.0% | 59.8%+24.2pp | 69.2%+14.8pp | 69.5%+14.4pp |
| Annual return | 14.50% | 19.96%-5.5pp | 35.62%-21.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $541 | $827-34.6% | $1,986-72.8% | $2,042-73.5% |
| Participant deferral / active EE | $1,018 | $2,147-52.6% | $2,958-65.6% | $3,169-67.9% |
| Admin fee / account holder | $55 | $489-88.8% | $5,134-98.9% | $479-88.6% |