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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 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 | $31,369 | $60,124-47.8% | $90,404-65.3% | $79,858-60.7% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 4.93% | 71.94%-67.0pp | 1293.02%-1288.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,569 | $2,068-24.1% | $3,262-51.9% | $2,471-36.5% |
| Participant deferral / active EE | $3,997 | $2,938+36.1% | $3,963+0.9% | $3,740+6.9% |
| Admin fee / account holder | $212 | $3,976-94.7% | $5,611-96.2% | $5,306-96.0% |