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 | $52,380 | $96,484-45.7% | $75,886-31.0% | $152,861-65.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.3%-69.3pp | 82.4%-82.4pp |
| Annual return | 19.94% | 33.98%-14.0pp | 30.76%-10.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $21,527 | $3,309+550.5% | $2,500+760.9% | $4,762+352.0% |
| Participant deferral / active EE | $25,904 | $4,553+469.0% | $3,603+619.0% | $5,850+342.8% |
| Admin fee / account holder | $4,702 | $8,078-41.8% | $5,418-13.2% | $11,596-59.5% |