Filed July 6, 2022
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 7-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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,067 | $67,214-70.1% | $61,491-67.4% | $134,475-85.1% |
| Participation rate | 0.0% | 83.7%-83.7pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -20.37% | -12.08%-8.3pp | -12.98%-7.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |