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 | $87,154 | $86,332+1.0% | $125,175-30.4% | $65,185+33.7% |
| Participation rate | 78.6% | 75.3%+3.3pp | 79.8%-1.2pp | 70.2%+8.4pp |
| Annual return | 19.20% | 27.43%-8.2pp | 43.79%-24.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $893 | $2,040-56.2% | $3,865-76.9% | $2,177-59.0% |
| Participant deferral / active EE | $3,654 | $3,537+3.3% | $4,937-26.0% | $3,514+4.0% |
| Admin fee / account holder | $246 | $609-59.7% | $9,702-97.5% | $847-71.0% |