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 8-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 | $52,526 | $138,044-61.9% | $125,339-58.1% | $134,475-60.9% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -29.44% | 750.33%-779.8pp | 572.05%-601.5pp | 417.96%-447.4pp |
| Employer contribution / active EE | $7,897 | $5,243+50.6% | $4,814+64.1% | $4,740+66.6% |
| Participant deferral / active EE | $25,721 | $7,799+229.8% | $7,446+245.4% | $6,400+301.9% |
| Admin fee / account holder | $557 | $11,571-95.2% | $10,010-94.4% | $11,426-95.1% |