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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,241 | $65,376-81.3% | $87,100-85.9% | $65,185-81.2% |
| Participation rate | 73.7% | 75.3%-1.6pp | 76.9%-3.1pp | 70.2%+3.5pp |
| Annual return | 16.62% | 31.27%-14.6pp | 28.19%-11.6pp | 29.38%-12.8pp |
| Employer contribution / active EE | $1,152 | $1,822-36.8% | $2,521-54.3% | $2,177-47.1% |
| Participant deferral / active EE | $1,854 | $3,388-45.3% | $4,049-54.2% | $3,514-47.2% |
| Admin fee / account holder | $14 | $520-97.3% | $7,497-99.8% | $847-98.3% |