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.)
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 | $109,190 | $133,922-18.5% | $116,228-6.1% | $142,382-23.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 13.25% | 147.76%-134.5pp | 90.06%-76.8pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,096 | $3,446+18.9% | $2,994+36.8% | $4,299-4.7% |
| Participant deferral / active EE | $12,374 | $5,672+118.1% | $4,953+149.8% | $6,507+90.2% |
| Admin fee / account holder | $32,792 | $14,945+119.4% | $11,989+173.5% | $12,624+159.8% |