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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,874 | $46,072-54.7% | $70,014-70.2% | $55,167-62.2% |
| Participation rate | 93.1% | 67.5%+25.6pp | 71.8%+21.3pp | 69.0%+24.1pp |
| Annual return | 2.96% | 8.68%-5.7pp | 12.99%-10.0pp | 169.23%-166.3pp |
| Employer contribution / active EE | $513 | $1,500-65.8% | $2,338-78.1% | $1,963-73.9% |
| Participant deferral / active EE | $350 | $2,344-85.0% | $2,931-88.0% | $3,054-88.5% |
| Admin fee / account holder | $2 | $428-99.6% | $4,380-100.0% | $504-99.6% |