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.
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 | $65,875 | $58,083+13.4% | $80,019-17.7% | $56,287+17.0% |
| Participation rate | 73.3% | 73.6%-0.3pp | 75.8%-2.5pp | 69.9%+3.4pp |
| Annual return | -5.79% | 34.61%-40.4pp | 11.22%-17.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,781 | $1,932-7.8% | $2,468-27.8% | $2,111-15.6% |
| Participant deferral / active EE | $2,998 | $3,135-4.4% | $3,686-18.7% | $3,350-10.5% |
| Admin fee / account holder | $22 | $623-96.4% | $6,521-99.7% | $521-95.7% |