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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,055 | $81,625-96.3% | $58,482-94.8% | $139,434-97.8% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 10.91% | 7404.20%-7393.3pp | 4239.32%-4228.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | -$176 | $1,398-112.6% | $1,053-116.7% | $4,751-103.7% |
| Participant deferral / active EE | $264 | $2,557-89.7% | $1,924-86.3% | $6,710-96.1% |
| Admin fee / account holder | $60,779 | $3,265+1761.4% | $2,516+2315.7% | $11,403+433.0% |