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 | $113,897 | $66,302+71.8% | $110,238+3.3% | $56,287+102.4% |
| Participation rate | 93.5% | 74.9%+18.5pp | 79.8%+13.6pp | 69.9%+23.6pp |
| Annual return | 6.56% | -1.18%+7.7pp | 314.74%-308.2pp | -9.96%+16.5pp |
| Employer contribution / active EE | $10,174 | $2,047+397.0% | $3,826+165.9% | $2,111+382.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $286 | $698-59.1% | $8,547-96.7% | $521-45.2% |