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 | $18,891 | $42,546-55.6% | $71,796-73.7% | $55,167-65.8% |
| Participation rate | 90.3% | 59.1%+31.1pp | 69.1%+21.1pp | 69.0%+21.3pp |
| Annual return | 8.72% | 12.36%-3.6pp | 78.04%-69.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,105 | $803+37.5% | $1,924-42.6% | $1,963-43.7% |
| Participant deferral / active EE | $2,802 | $2,064+35.7% | $2,794+0.3% | $3,054-8.2% |
| Admin fee / account holder | $20 | $650-96.9% | $4,815-99.6% | $504-96.0% |