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 | $33,580 | $106,584-68.5% | $101,326-66.9% | $142,382-76.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 16.58% | 36.93%-20.3pp | 36.82%-20.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $17,317 | $3,956+337.8% | $3,665+372.5% | $4,299+302.8% |
| Participant deferral / active EE | $17,317 | $8,297+108.7% | $7,994+116.6% | $6,507+166.1% |
| Admin fee / account holder | $14,940 | $11,446+30.5% | $11,185+33.6% | $12,624+18.4% |