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 | $108,526 | $111,724-2.9% | $93,606+15.9% | $145,922-25.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 25.45% | 202.98%-177.5pp | 133.20%-107.7pp | 561.29%-535.8pp |
| Employer contribution / active EE | $12,649 | $3,090+309.4% | $2,420+422.7% | $4,660+171.5% |
| Participant deferral / active EE | $45,652 | $4,912+829.4% | $4,411+934.9% | $6,688+582.6% |
| Admin fee / account holder | $116,062 | $10,250+1032.3% | $8,285+1300.9% | $13,397+766.3% |