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 | $64,247 | $95,193-32.5% | $76,523-16.0% | $135,375-52.5% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.0%-68.0pp | 82.6%-82.6pp |
| Annual return | -8.52% | 4.85%-13.4pp | -0.27%-8.2pp | 519.73%-528.3pp |
| Employer contribution / active EE | $8,387 | $3,302+154.0% | $2,647+216.8% | $4,779+75.5% |
| Participant deferral / active EE | $55,515 | $4,639+1096.6% | $3,835+1347.4% | $5,609+889.8% |
| Admin fee / account holder | $2,113 | $6,249-66.2% | $4,848-56.4% | $10,827-80.5% |