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.
See 1 actuary disclosure. $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.
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 | $42,250-100.0% | $42,250-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 18.8%-18.8pp | 45.9%-45.9pp |
| Annual return | 20.29% | 5.70%+14.6pp | 7.25%+13.0pp | 10.21%+10.1pp |
| Employer contribution / active EE | $0 | $43,008-100.0% | $33,137-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $159-100.0% | $13,518-100.0% |