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 | $38,541 | $147,727-73.9% | $115,756-66.7% | $134,475-71.3% |
| Participation rate | 21.1% | 80.4%-59.4pp | 77.1%-56.0pp | 81.2%-60.2pp |
| Annual return | 17.11% | 73.96%-56.9pp | 143.14%-126.0pp | 417.96%-400.9pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,400-100.0% |
| Admin fee / account holder | $892 | $14,571-93.9% | $8,124-89.0% | $11,426-92.2% |