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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $372,673 | $176,812+110.8% | $146,665+154.1% | $167,490+122.5% |
| Participation rate | 28.6% | 83.6%-55.0pp | 80.1%-51.5pp | 82.1%-53.5pp |
| Annual return | 13.35% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $10,816 | $5,160+109.6% | $4,136+161.5% | $4,837+123.6% |
| Participant deferral / active EE | $10,462 | $6,440+62.5% | $5,506+90.0% | $6,341+65.0% |
| Admin fee / account holder | $24,557 | $13,259+85.2% | $10,280+138.9% | $12,309+99.5% |