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 | $18,419 | $50,637-63.6% | $86,590-78.7% | $62,292-70.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.06% | 20.80%-5.7pp | 964.84%-949.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $738 | $2,075-64.5% | $2,839-74.0% | $2,042-63.9% |
| Participant deferral / active EE | $1,310 | $2,611-49.8% | $3,609-63.7% | $3,169-58.7% |
| Admin fee / account holder | $9 | $413-97.7% | $4,906-99.8% | $479-98.0% |