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 | $97,100 | $100,754-3.6% | $86,677+12.0% | $134,475-27.8% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -19.23% | 29.04%-48.3pp | 35.91%-55.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $77,872 | $3,489+2131.8% | $2,836+2645.4% | $4,740+1543.0% |
| Participant deferral / active EE | $73,783 | $5,338+1282.3% | $4,656+1484.8% | $6,400+1052.9% |
| Admin fee / account holder | $2,668 | $10,926-75.6% | $7,493-64.4% | $11,426-76.6% |