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.
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 | $53,372 | $86,332-38.2% | $125,175-57.4% | $65,185-18.1% |
| Participation rate | 54.4% | 75.3%-21.0pp | 79.8%-25.4pp | 70.2%-15.8pp |
| Annual return | 20.31% | 27.43%-7.1pp | 43.79%-23.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,041 | $3,537-42.3% | $4,937-58.7% | $3,514-41.9% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |