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 8-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,300 | $111,814-88.1% | $93,654-85.8% | $145,959-90.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.22% | 203.30%-194.1pp | 133.34%-124.1pp | 561.95%-552.7pp |
| Employer contribution / active EE | $7,485 | $3,092+142.1% | $2,421+209.2% | $4,661+60.6% |
| Participant deferral / active EE | $1,036 | $4,914-78.9% | $4,413-76.5% | $6,689-84.5% |
| Admin fee / account holder | $568 | $10,246-94.5% | $8,282-93.1% | $13,398-95.8% |