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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,249 | $76,552-65.7% | $123,892-78.8% | $62,891-58.3% |
| Participation rate | 81.3% | 73.0%+8.3pp | 81.4%-0.2pp | 69.3%+11.9pp |
| Annual return | 7.86% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $833 | $2,883-71.1% | $4,617-82.0% | $2,281-63.5% |
| Participant deferral / active EE | $3,633 | $4,840-24.9% | $5,984-39.3% | $3,203+13.4% |
| Admin fee / account holder | $76 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |