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 | $19,426 | $44,873-56.7% | $79,464-75.6% | $56,287-65.5% |
| Participation rate | 99.1% | 68.7%+30.3pp | 73.3%+25.7pp | 69.9%+29.2pp |
| Annual return | 0.60% | 0.81%-0.2pp | 718.14%-717.5pp | -9.96%+10.6pp |
| Employer contribution / active EE | $752 | $2,140-64.9% | $2,800-73.2% | $2,111-64.4% |
| Participant deferral / active EE | $1,449 | $2,746-47.2% | $3,704-60.9% | $3,350-56.8% |
| Admin fee / account holder | $9 | $418-97.8% | $5,113-99.8% | $521-98.3% |