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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $140,958 | $126,574+11.4% | $106,213+32.7% | $145,922-3.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.81% | 224.79%-211.0pp | 116.14%-102.3pp | 561.29%-547.5pp |
| Employer contribution / active EE | $540 | $3,730-85.5% | $3,171-83.0% | $4,660-88.4% |
| Participant deferral / active EE | $4,276 | $5,724-25.3% | $5,016-14.8% | $6,688-36.1% |
| Admin fee / account holder | $1,720 | $17,304-90.1% | $11,033-84.4% | $13,397-87.2% |