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 9-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.
Annual investment return 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 | $2,553 | $28,109-90.9% | $71,086-96.4% | $56,287-95.5% |
| Participation rate | 98.2% | 40.4%+57.8pp | 54.7%+43.6pp | 69.9%+28.4pp |
| Annual return | -13.04% | -615.05%+602.0pp | 650.59%-663.6pp | -9.96%-3.1pp |
| Employer contribution / active EE | $180 | $558-67.7% | $1,088-83.4% | $2,111-91.5% |
| Participant deferral / active EE | $1,482 | $1,116+32.8% | $1,874-20.9% | $3,350-55.8% |
| Admin fee / account holder | $7 | $585-98.9% | $3,082-99.8% | $521-98.7% |