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.
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 | $42,741 | $73,102-41.5% | $123,544-65.4% | $56,287-24.1% |
| Participation rate | 90.0% | 74.3%+15.7pp | 82.3%+7.7pp | 69.9%+20.1pp |
| Annual return | -5.82% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $844 | $2,977-71.6% | $4,628-81.8% | $2,111-60.0% |
| Participant deferral / active EE | $3,202 | $5,423-41.0% | $6,426-50.2% | $3,350-4.4% |
| Admin fee / account holder | $19 | $554-96.6% | $9,284-99.8% | $521-96.4% |