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 | $47,371 | $133,922-64.6% | $116,228-59.2% | $142,382-66.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 12.29% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $14,790 | $3,446+329.3% | $2,994+393.9% | $4,299+244.0% |
| Participant deferral / active EE | $44,075 | $5,672+677.0% | $4,953+789.8% | $6,507+577.3% |
| Admin fee / account holder | $52,018 | $14,945+248.1% | $11,989+333.9% | $12,624+312.1% |