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 | $66,985 | $47,977+39.6% | $154,107-56.5% | $56,287+19.0% |
| Participation rate | 83.1% | 66.2%+16.9pp | 83.0%0pp | 69.9%+13.2pp |
| Annual return | 14.06% | 3.54%+10.5pp | 735.12%-721.1pp | -9.96%+24.0pp |
| Employer contribution / active EE | $1,556 | $2,169-28.3% | $5,298-70.6% | $2,111-26.3% |
| Participant deferral / active EE | $3,183 | $2,392+33.1% | $5,081-37.4% | $3,350-5.0% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |