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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,755 | $52,293-64.1% | $178,490-89.5% | $73,409-74.5% |
| Participation rate | 96.4% | 65.3%+31.0pp | 81.9%+14.5pp | 72.2%+24.2pp |
| Annual return | 2.21% | 34.75%-32.5pp | 151.07%-148.9pp | 59.29%-57.1pp |
| Employer contribution / active EE | $2,717 | $1,735+56.5% | $5,011-45.8% | $2,234+21.6% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |