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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,422 | $104,664+29.4% | $85,682+58.1% | $167,490-19.1% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 8.38% | 21.45%-13.1pp | 21.49%-13.1pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,676 | $3,337-49.8% | $2,618-36.0% | $4,837-65.4% |
| Participant deferral / active EE | $4,839 | $4,824+0.3% | $3,923+23.3% | $6,341-23.7% |
| Admin fee / account holder | $14,630 | $10,032+45.8% | $6,873+112.9% | $12,309+18.9% |