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 | $19,220 | $36,916-47.9% | $156,549-87.7% | $57,658-66.7% |
| Participation rate | 68.4% | 63.4%+5.0pp | 84.0%-15.6pp | 70.2%-1.8pp |
| Annual return | 20.15% | 12.38%+7.8pp | 32.23%-12.1pp | 5.13%+15.0pp |
| Employer contribution / active EE | $1,436 | $1,571-8.5% | $5,501-73.9% | $1,974-27.2% |
| Participant deferral / active EE | $1,664 | $1,926-13.6% | $4,871-65.8% | $3,061-45.6% |
| Admin fee / account holder | $110 | $82+33.7% | $13,027-99.2% | $95+16.6% |