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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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 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 | $352,060 | $43,504+709.3% | $68,793+411.8% | $56,287+525.5% |
| Participation rate | 98.8% | 67.8%+31.0pp | 72.2%+26.6pp | 69.9%+29.0pp |
| Annual return | -1.17% | -3.15%+2.0pp | -4.63%+3.5pp | -9.96%+8.8pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | -$1 | $515-100.3% | $5,131-100.0% | $521-100.3% |