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 | $57,323 | $133,958-57.2% | $112,228-48.9% | $134,475-57.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -18.40% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $17,851 | $4,038+342.1% | $3,635+391.1% | $4,740+276.6% |
| Participant deferral / active EE | $58,668 | $5,291+1008.9% | $4,728+1140.9% | $6,400+816.7% |
| Admin fee / account holder | $9,282 | $7,489+24.0% | $6,410+44.8% | $11,426-18.8% |