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 9-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 | $10,842 | $70,606-84.6% | $53,898-79.9% | $142,382-92.4% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 20.59% | 619.81%-599.2pp | 528.60%-508.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,839 | $1,202+53.0% | $932+97.3% | $4,299-57.2% |
| Participant deferral / active EE | $5,059 | $2,364+114.0% | $1,826+177.0% | $6,507-22.3% |
| Admin fee / account holder | $595 | $2,852-79.2% | $2,491-76.1% | $12,624-95.3% |