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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,223 | $54,590-48.3% | $81,930-65.6% | $73,488-61.6% |
| Participation rate | 43.6% | 68.3%-24.7pp | 72.0%-28.4pp | 70.7%-27.1pp |
| Annual return | -44.33% | 17.74%-62.1pp | 29.49%-73.8pp | 28.51%-72.8pp |
| Employer contribution / active EE | $1,125 | $1,636-31.2% | $4,310-73.9% | $2,270-50.4% |
| Participant deferral / active EE | $2,432 | $2,759-11.9% | $7,107-65.8% | $3,740-35.0% |
| Admin fee / account holder | $348 | $592-41.3% | $5,158-93.3% | $513-32.2% |