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 | $31,007 | $55,472-44.1% | $155,567-80.1% | $74,546-58.4% |
| Participation rate | 47.9% | 61.9%-14.0pp | 78.2%-30.3pp | 67.2%-19.3pp |
| Annual return | 17.98% | 268.72%-250.7pp | 64.74%-46.8pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $1,102 | $2,269-51.4% | $4,674-76.4% | $2,624-58.0% |
| Participant deferral / active EE | $2,331 | $2,838-17.9% | $5,628-58.6% | $4,347-46.4% |
| Admin fee / account holder | $1,103 | $1,743-36.7% | $15,916-93.1% | $1,944-43.3% |