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 | $43,348 | $70,908-38.9% | $98,907-56.2% | $73,488-41.0% |
| Participation rate | 81.1% | 73.8%+7.3pp | 76.0%+5.1pp | 70.7%+10.4pp |
| Annual return | 12.43% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,049 | $2,036-48.5% | $2,689-61.0% | $2,270-53.8% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $535-99.2% | $6,642-99.9% | $513-99.2% |