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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $754,036 | $116,175+549.1% | $93,606+705.5% | $152,861+393.3% |
| Participation rate | 47.6% | 78.0%-30.4pp | 75.8%-28.2pp | 82.4%-34.8pp |
| Annual return | 13.01% | 35.96%-23.0pp | 32.76%-19.7pp | 345.32%-332.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $184,301 | $10,748+1614.8% | $7,888+2236.4% | $11,596+1489.3% |