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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,340 | $55,472+273.8% | $155,567+33.3% | $74,546+178.1% |
| Participation rate | 51.5% | 61.9%-10.4pp | 78.2%-26.7pp | 67.2%-15.7pp |
| Annual return | 13.58% | 268.72%-255.1pp | 64.74%-51.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,003 | $2,269-11.7% | $4,674-57.2% | $2,624-23.7% |
| Participant deferral / active EE | $3,029 | $2,838+6.7% | $5,628-46.2% | $4,347-30.3% |
| Admin fee / account holder | $3,944 | $1,743+126.3% | $15,916-75.2% | $1,944+102.9% |