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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,947 | $69,977-67.2% | $108,579-78.9% | $62,891-63.5% |
| Participation rate | 82.5% | 72.9%+9.6pp | 79.6%+2.9pp | 69.3%+13.2pp |
| Annual return | 5.07% | 10.73%-5.7pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,237 | $2,135-42.1% | $3,758-67.1% | $2,281-45.8% |
| Participant deferral / active EE | $372 | $3,165-88.3% | $4,311-91.4% | $3,203-88.4% |
| Admin fee / account holder | $155 | $5,076-96.9% | $7,645-98.0% | $4,296-96.4% |