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 7-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 | $26,331 | $150,440-82.5% | $136,294-80.7% | $147,584-82.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.87% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,187 | $5,256-77.4% | $4,695-74.7% | $4,876-75.7% |
| Participant deferral / active EE | $7,176 | $6,630+8.2% | $6,247+14.9% | $5,439+31.9% |
| Admin fee / account holder | $4,631 | $10,905-57.5% | $9,243-49.9% | $10,885-57.5% |