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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $148,202 | $78,422+89.0% | $95,952+54.5% | $79,858+85.6% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 13.35% | 19.37%-6.0pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,152 | $1,945+62.1% | $2,541+24.0% | $2,471+27.6% |
| Participant deferral / active EE | $2,952 | $3,440-14.2% | $4,167-29.1% | $3,740-21.1% |
| Admin fee / account holder | $4 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |