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 | $38,310 | $54,320-29.5% | $67,652-43.4% | $52,331-26.8% |
| Participation rate | 85.6% | 73.6%+12.0pp | 75.7%+10.0pp | 68.1%+17.5pp |
| Annual return | 0.09% | 6.81%-6.7pp | 6625.04%-6624.9pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,385 | $1,544-10.3% | $2,266-38.8% | $1,882-26.4% |
| Participant deferral / active EE | $1,613 | $2,950-45.3% | $3,560-54.7% | $3,022-46.6% |
| Admin fee / account holder | $8 | $527-98.5% | $4,821-99.8% | $592-98.7% |