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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,063 | $42,396-48.0% | $67,313-67.2% | $56,287-60.8% |
| Participation rate | 91.3% | 61.0%+30.3pp | 69.1%+22.2pp | 69.9%+21.4pp |
| Annual return | -7.94% | -36.63%+28.7pp | -4.08%-3.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,676 | $1,414+18.6% | $2,566-34.7% | $2,111-20.6% |
| Participant deferral / active EE | $3,657 | $2,360+55.0% | $3,568+2.5% | $3,350+9.2% |
| Admin fee / account holder | $142 | $510-72.1% | $4,507-96.8% | $521-72.7% |