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 | $30,706 | $66,302-53.7% | $110,238-72.1% | $56,287-45.4% |
| Participation rate | 81.4% | 74.9%+6.5pp | 79.8%+1.6pp | 69.9%+11.6pp |
| Annual return | -6.13% | -1.18%-5.0pp | 314.74%-320.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $3,844 | $2,047+87.8% | $3,826+0.5% | $2,111+82.1% |
| Participant deferral / active EE | $3,509 | $3,381+3.8% | $4,672-24.9% | $3,350+4.8% |
| Admin fee / account holder | $15 | $698-97.8% | $8,547-99.8% | $521-97.0% |