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 | $25,508 | $35,183-27.5% | $73,545-65.3% | $70,131-63.6% |
| Participation rate | 72.1% | 42.9%+29.2pp | 54.9%+17.2pp | 69.5%+2.6pp |
| Annual return | 14.19% | 26.90%-12.7pp | -15.16%+29.3pp | 73.14%-59.0pp |
| Employer contribution / active EE | $515 | $709-27.4% | $1,219-57.8% | $2,342-78.0% |
| Participant deferral / active EE | $1,145 | $1,220-6.2% | $1,806-36.6% | $3,332-65.6% |
| Admin fee / account holder | $100 | $2,302-95.7% | $2,320-95.7% | $4,645-97.8% |