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 | $33,633 | $42,546-20.9% | $71,796-53.2% | $55,167-39.0% |
| Participation rate | 87.8% | 59.1%+28.6pp | 69.1%+18.6pp | 69.0%+18.8pp |
| Annual return | 5.92% | 12.36%-6.4pp | 78.04%-72.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,817 | $803+126.1% | $1,924-5.6% | $1,963-7.4% |
| Participant deferral / active EE | $2,428 | $2,064+17.6% | $2,794-13.1% | $3,054-20.5% |
| Admin fee / account holder | $7 | $650-99.0% | $4,815-99.9% | $504-98.7% |