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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,095 | $107,934-52.7% | $91,989-44.5% | $152,861-66.6% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 17.48% | 89.24%-71.8pp | 69.02%-51.5pp | 345.32%-327.8pp |
| Employer contribution / active EE | $305 | $4,210-92.8% | $3,452-91.2% | $4,762-93.6% |
| Participant deferral / active EE | $3,174 | $6,364-50.1% | $5,923-46.4% | $5,850-45.7% |
| Admin fee / account holder | $32,034 | $10,520+204.5% | $7,743+313.7% | $11,596+176.2% |