Filed February 28, 2025
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.
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 | $51,732 | $57,976-10.8% | $62,995-17.9% | $62,292-17.0% |
| Participation rate | 95.8% | 75.9%+19.8pp | 74.8%+21.0pp | 69.5%+26.3pp |
| Annual return | 11.93% | 17.54%-5.6pp | 87.57%-75.6pp | 28.90%-17.0pp |
| Employer contribution / active EE | $2,877 | $2,415+19.1% | $2,759+4.3% | $2,042+40.9% |
| Participant deferral / active EE | $4,076 | $2,956+37.9% | $3,329+22.4% | $3,169+28.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |