See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.)
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 | $129,292 | $90,519+42.8% | $93,789+37.9% | $134,475-3.9% |
| Participation rate | 28.6% | 82.0%-53.4pp | 81.0%-52.4pp | 81.2%-52.7pp |
| Annual return | -14.12% | -15.72%+1.6pp | -11.33%-2.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $105,646 | $9,252+1041.9% | $7,195+1368.4% | $11,426+824.6% |