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 | $83,178 | $91,538-9.1% | $129,995-36.0% | $75,163+10.7% |
| Participation rate | 56.0% | 71.4%-15.4pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 17.59% | -631.11%+648.7pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,168 | $6,790-53.3% | $10,614-70.2% | $5,651-43.9% |