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 | $30,234 | $58,083-47.9% | $80,019-62.2% | $56,287-46.3% |
| Participation rate | 77.2% | 73.6%+3.6pp | 75.8%+1.4pp | 69.9%+7.4pp |
| Annual return | -4.71% | 34.61%-39.3pp | 11.22%-15.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $638 | $1,932-67.0% | $2,468-74.2% | $2,111-69.8% |
| Participant deferral / active EE | $2,398 | $3,135-23.5% | $3,686-34.9% | $3,350-28.4% |
| Admin fee / account holder | $12 | $623-98.1% | $6,521-99.8% | $521-97.7% |