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 4-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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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.
Plan reported a final filing / termination within the last year.
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 | $62,002-100.0% | $93,606-100.0% | - |
| Participation rate | 0.0% | 71.3%-71.3pp | 75.8%-75.8pp | - |
| Annual return | -84.54% | 20.75%-105.3pp | 32.76%-117.3pp | - |
| Employer contribution / active EE | $0 | $1,327-100.0% | $2,718-100.0% | - |
| Participant deferral / active EE | $0 | $2,563-100.0% | $4,069-100.0% | - |
| Admin fee / account holder | $0 | $6,149-100.0% | $7,888-100.0% | - |