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 4-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.
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 | $51,438 | $48,076+7.0% | $78,689-34.6% | $62,891-18.2% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.6%+24.4pp | 69.3%+28.7pp |
| Annual return | 0.22% | 31.35%-31.1pp | 62.18%-62.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $7,694 | $2,015+281.9% | $2,851+169.9% | $2,281+237.3% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |