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 | $21,276 | $47,977-55.7% | $154,107-86.2% | $56,287-62.2% |
| Participation rate | 74.1% | 66.2%+8.0pp | 83.0%-8.9pp | 69.9%+4.3pp |
| Annual return | -7.49% | 3.54%-11.0pp | 735.12%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $708 | $2,169-67.3% | $5,298-86.6% | $2,111-66.5% |
| Participant deferral / active EE | $1,905 | $2,392-20.4% | $5,081-62.5% | $3,350-43.1% |
| Admin fee / account holder | $8 | $438-98.2% | $13,411-99.9% | $521-98.5% |