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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,957 | $59,159-39.2% | $159,960-77.5% | $66,914-46.3% |
| Participation rate | 96.0% | 68.1%+27.9pp | 78.0%+18.0pp | 69.8%+26.2pp |
| Annual return | 3.61% | -12.26%+15.9pp | 408.60%-405.0pp | 1.58%+2.0pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $4,395-100.0% | $6,182-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $591-100.0% | $8,698-100.0% | $593-100.0% |