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 7-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 | $47,146 | $114,381-58.8% | $107,525-56.2% | $142,382-66.9% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 7.55% | 242.71%-235.2pp | 181.32%-173.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $14,857 | $4,015+270.1% | $3,754+295.8% | $4,299+245.6% |
| Participant deferral / active EE | $22,600 | $5,564+306.2% | $5,116+341.8% | $6,507+247.3% |
| Admin fee / account holder | $23,443 | $9,860+137.8% | $8,919+162.9% | $12,624+85.7% |