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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,854 | $148,534-88.7% | $135,903-87.6% | $139,434-87.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 12.16% | 79.19%-67.0pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,150 | $5,243-78.1% | $4,856-76.3% | $4,751-75.8% |
| Participant deferral / active EE | $3,459 | $8,100-57.3% | $7,758-55.4% | $6,710-48.5% |
| Admin fee / account holder | $11,230 | $12,400-9.4% | $10,762+4.3% | $11,403-1.5% |