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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,926 | $65,246-46.5% | $98,716-64.6% | $67,986-48.6% |
| Participation rate | 85.7% | 51.4%+34.3pp | 69.3%+16.4pp | 57.2%+28.5pp |
| Annual return | 9.05% | 20.58%-11.5pp | 31.81%-22.8pp | 31.67%-22.6pp |
| Employer contribution / active EE | $1 | $1,042-99.9% | $2,279-99.9% | $2,019-99.9% |
| Participant deferral / active EE | $1,696 | $2,594-34.6% | $4,048-58.1% | $3,358-49.5% |
| Admin fee / account holder | $5,241 | $4,561+14.9% | $8,703-39.8% | $3,203+63.6% |