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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,615 | $101,499-74.8% | $147,005-82.6% | $74,546-65.6% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-7.0pp | 67.2%+8.0pp |
| Annual return | 21.27% | 8732.34%-8711.1pp | 418.76%-397.5pp | 1366.03%-1344.8pp |
| Employer contribution / active EE | $911 | $3,811-76.1% | $4,934-81.5% | $2,624-65.3% |
| Participant deferral / active EE | $2,442 | $7,304-66.6% | $8,070-69.7% | $4,347-43.8% |
| Admin fee / account holder | $4,576 | $1,748+161.8% | $13,006-64.8% | $1,944+135.4% |