Filed November 2, 2022
Total covered: 34 employees
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.
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 | $34,578 | $96,128-64.0% | $136,007-74.6% | $80,856-57.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.75% | 28.71%-12.0pp | 579.32%-562.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,236-100.0% | $6,858-100.0% | $6,918-100.0% |