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 | $70,241 | $165,335-57.5% | $149,696-53.1% | $158,922-55.8% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 7.71% | 348.15%-340.4pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,511 | $5,103-50.8% | $4,644-45.9% | $4,761-47.3% |
| Participant deferral / active EE | $10,045 | $7,181+39.9% | $6,842+46.8% | $5,982+67.9% |
| Admin fee / account holder | $25,300 | $10,807+134.1% | $9,309+171.8% | $11,246+125.0% |