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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,879 | $50,385-30.8% | $75,670-53.9% | $62,292-44.0% |
| Participation rate | 80.2% | 67.7%+12.5pp | 72.3%+7.8pp | 69.5%+10.6pp |
| Annual return | 13.17% | 19.90%-6.7pp | 27.34%-14.2pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,038 | $1,537-32.5% | $2,352-55.9% | $2,042-49.2% |
| Participant deferral / active EE | $2,161 | $2,445-11.6% | $3,142-31.2% | $3,169-31.8% |
| Admin fee / account holder | $10 | $384-97.4% | $5,800-99.8% | $479-98.0% |