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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,463 | $114,381-40.1% | $107,525-36.3% | $142,382-51.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 4.25% | 242.71%-238.5pp | 181.32%-177.1pp | 217.08%-212.8pp |
| Employer contribution / active EE | $612 | $4,015-84.8% | $3,754-83.7% | $4,299-85.8% |
| Participant deferral / active EE | $15,606 | $5,564+180.5% | $5,116+205.1% | $6,507+139.8% |
| Admin fee / account holder | $1,455 | $9,860-85.2% | $8,919-83.7% | $12,624-88.5% |