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 | $35,548 | $42,548-16.5% | $74,550-52.3% | $56,287-36.8% |
| Participation rate | 82.1% | 60.5%+21.6pp | 69.1%+12.9pp | 69.9%+12.2pp |
| Annual return | -5.24% | 12.40%-17.6pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,416 | $855+65.6% | $1,961-27.8% | $2,111-32.9% |
| Participant deferral / active EE | $2,197 | $2,277-3.5% | $3,108-29.3% | $3,350-34.4% |
| Admin fee / account holder | $29 | $467-93.7% | $5,060-99.4% | $521-94.3% |