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 | $269,450 | $99,877+169.8% | $84,966+217.1% | $145,922+84.7% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 14.09% | 83.76%-69.7pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $8,646 | $3,231+167.6% | $2,727+217.0% | $4,660+85.6% |
| Participant deferral / active EE | $90,236 | $5,291+1605.6% | $4,519+1896.7% | $6,688+1249.3% |
| Admin fee / account holder | $58,904 | $7,248+712.7% | $6,149+858.0% | $13,397+339.7% |