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 | $80,412 | $104,974-23.4% | $95,585-15.9% | $142,382-43.5% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 12.70% | 210.33%-197.6pp | 38.56%-25.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $20,945 | $2,779+653.8% | $2,527+729.0% | $4,299+387.2% |
| Participant deferral / active EE | $55,439 | $4,352+1173.9% | $4,023+1278.2% | $6,507+752.0% |
| Admin fee / account holder | $47,123 | $6,386+637.9% | $6,127+669.1% | $12,624+273.3% |