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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,072 | $55,453-74.6% | $170,442-91.7% | $62,292-77.4% |
| Participation rate | 85.6% | 66.4%+19.2pp | 83.6%+2.0pp | 69.5%+16.1pp |
| Annual return | 31.77% | 21.38%+10.4pp | 205.93%-174.2pp | 28.90%+2.9pp |
| Employer contribution / active EE | $1,566 | $2,164-27.6% | $5,433-71.2% | $2,042-23.3% |
| Participant deferral / active EE | $3,094 | $2,303+34.4% | $4,939-37.4% | $3,169-2.4% |
| Admin fee / account holder | $19 | $455-95.9% | $13,880-99.9% | $479-96.1% |