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 | $23,667 | $183,519-87.1% | $155,509-84.8% | $145,922-83.8% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 2.94% | 61.17%-58.2pp | 64.67%-61.7pp | 561.29%-558.3pp |
| Employer contribution / active EE | $5,336 | $5,313+0.4% | $4,672+14.2% | $4,660+14.5% |
| Participant deferral / active EE | $17,334 | $6,462+168.2% | $5,626+208.1% | $6,688+159.2% |
| Admin fee / account holder | $667 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |