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 | $61,839 | $108,642-43.1% | $74,701-17.2% | $152,861-59.5% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.4%-57.4pp |
| Annual return | 23.76% | 114.06%-90.3pp | 752.92%-729.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $5,616 | $1,503+273.7% | $1,084+418.3% | $4,762+17.9% |
| Participant deferral / active EE | $9,029 | $2,712+232.9% | $1,964+359.8% | $5,850+54.3% |
| Admin fee / account holder | $6,277 | $4,902+28.0% | $3,333+88.3% | $11,596-45.9% |