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 | $7,793 | $46,360-83.2% | $147,614-94.7% | $52,331-85.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.36% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,541 | $2,126-27.5% | $5,564-72.3% | $1,882-18.1% |
| Participant deferral / active EE | $938 | $2,258-58.5% | $4,895-80.8% | $3,022-69.0% |
| Admin fee / account holder | $1 | $766-99.8% | $11,611-100.0% | $592-99.8% |