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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,315 | $36,767-82.8% | $81,478-92.2% | $62,292-89.9% |
| Participation rate | 76.5% | 54.4%+22.0pp | 68.0%+8.5pp | 69.5%+7.0pp |
| Annual return | 12.65% | 173.80%-161.1pp | 38.78%-26.1pp | 28.90%-16.2pp |
| Employer contribution / active EE | $4,742 | $1,128+320.3% | $2,568+84.7% | $2,042+132.2% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $65 | $797-91.8% | $4,561-98.6% | $479-86.4% |