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 5-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 | $21,945 | $140,940-84.4% | $112,229-80.4% | $139,434-84.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 18.80% | 32.71%-13.9pp | 30.20%-11.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,851 | $4,283+36.6% | $3,430+70.6% | $4,751+23.2% |
| Participant deferral / active EE | $1,491 | $5,874-74.6% | $4,798-68.9% | $6,710-77.8% |
| Admin fee / account holder | $2,732 | $9,954-72.6% | $7,748-64.7% | $11,403-76.0% |