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.
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 | $48,171 | $63,355-24.0% | $91,989-47.6% | $72,985-34.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 11.80% | 35.35%-23.5pp | 69.02%-57.2pp | 81.00%-69.2pp |
| Employer contribution / active EE | $1,254 | $2,116-40.7% | $3,452-63.7% | $2,440-48.6% |
| Participant deferral / active EE | $2,841 | $4,883-41.8% | $5,923-52.0% | $3,607-21.3% |
| Admin fee / account holder | $121 | $4,668-97.4% | $7,743-98.4% | $5,124-97.6% |