Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,638 | $72,071-49.2% | $68,368-46.4% | $137,256-73.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.38% | 353.14%-347.8pp | 292.57%-287.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $140 | $2,788-95.0% | $2,649-94.7% | $4,156-96.6% |
| Participant deferral / active EE | $800 | $4,410-81.9% | $4,123-80.6% | $6,407-87.5% |
| Admin fee / account holder | $35,047 | $5,336+556.8% | $5,150+580.5% | $12,270+185.6% |