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.
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | -3.29% | -1.85%-1.4pp | -2.13%-1.2pp | -7.14%+3.8pp |
| Employer contribution / active EE | $7,755 | $9,669-19.8% | $34,127-77.3% | $14,613-46.9% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |