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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,398 | $73,638-45.1% | $95,952-57.9% | $73,488-45.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 77.1%+2.9pp | 70.7%+9.3pp |
| Annual return | 16.23% | 16.78%-0.5pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $243 | $1,863-87.0% | $2,541-90.4% | $2,270-89.3% |
| Participant deferral / active EE | $1,489 | $3,617-58.8% | $4,167-64.3% | $3,740-60.2% |
| Admin fee / account holder | $257 | $482-46.7% | $6,795-96.2% | $513-50.0% |