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.
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 | $17,086 | $84,233-79.7% | $170,442-90.0% | $70,131-75.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.50% | 23.06%-10.6pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $826 | $3,387-75.6% | $5,433-84.8% | $2,342-64.7% |
| Participant deferral / active EE | $4,077 | $3,086+32.1% | $4,939-17.5% | $3,332+22.4% |
| Admin fee / account holder | $30 | $5,698-99.5% | $13,880-99.8% | $4,645-99.3% |