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.
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.
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 | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | -1.18% | 9.30%-10.5pp | 8.05%-9.2pp | 9.30%-10.5pp |
| Employer contribution / active EE | $0 | $12,557-100.0% | $42,669-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $71-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |