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 6-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 | $65,624 | $165,335-60.3% | $149,696-56.2% | $158,922-58.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.67% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $29,727 | $5,103+482.6% | $4,644+540.1% | $4,761+524.4% |
| Participant deferral / active EE | $6,704 | $7,181-6.6% | $6,842-2.0% | $5,982+12.1% |
| Admin fee / account holder | $7,262 | $10,807-32.8% | $9,309-22.0% | $11,246-35.4% |