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 | $19,982 | $75,183-73.4% | $123,892-83.9% | $55,167-63.8% |
| Participation rate | 75.6% | 72.8%+2.7pp | 81.4%-5.9pp | 69.0%+6.6pp |
| Annual return | 52.12% | 19.01%+33.1pp | 47.52%+4.6pp | 169.23%-117.1pp |
| Employer contribution / active EE | $3,063 | $2,823+8.5% | $4,617-33.6% | $1,963+56.1% |
| Participant deferral / active EE | $5,848 | $5,084+15.0% | $5,984-2.3% | $3,054+91.5% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.8% |