Filed March 18, 2025
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 7-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,960 | $121,098+5.7% | $125,175+2.2% | - |
| Participation rate | 100.0% | 74.4%+25.6pp | 79.8%+20.2pp | - |
| Annual return | 17.58% | 15.50%+2.1pp | 43.79%-26.2pp | - |
| Employer contribution / active EE | $13,145 | $1,930+581.1% | $3,865+240.1% | - |
| Participant deferral / active EE | $0 | $3,481-100.0% | $4,937-100.0% | - |
| Admin fee / account holder | $0 | $16,883-100.0% | $9,702-100.0% | - |