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 | $210,011 | $82,664+154.1% | $125,339+67.6% | $68,494+206.6% |
| Participation rate | 24.2% | 75.0%-50.8pp | 82.4%-58.1pp | 67.9%-43.6pp |
| Annual return | 7.07% | -5.97%+13.0pp | 572.05%-565.0pp | -7.84%+14.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $31,929 | $6,275+408.8% | $10,010+219.0% | $5,403+491.0% |