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 | $56,699 | $103,949-45.5% | $69,182-18.0% | $273,961-79.3% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 7.56% | 35.28%-27.7pp | -21.93%+29.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,937 | $1,783+120.8% | $1,206+226.4% | $4,869-19.1% |
| Participant deferral / active EE | $7,639 | $2,716+181.2% | $1,897+302.7% | $5,287+44.5% |
| Admin fee / account holder | $6,801 | $3,671+85.3% | $2,697+152.2% | $10,132-32.9% |