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 | $14,478 | $52,953-72.7% | $172,739-91.6% | $65,185-77.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.20% | 30.12%-8.9pp | 802.84%-781.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,973 | $2,190-9.9% | $5,143-61.6% | $2,177-9.4% |
| Participant deferral / active EE | $1,522 | $2,471-38.4% | $5,198-70.7% | $3,514-56.7% |
| Admin fee / account holder | $12 | $472-97.5% | $13,954-99.9% | $847-98.6% |