See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $0 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 13.01% | 10.65%+2.4pp | 9.60%+3.4pp | 10.41%+2.6pp |
| Employer contribution / active EE | $0 | $22,524-100.0% | $45,595-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |