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 9-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.)
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 | $69,195 | $126,574-45.3% | $106,213-34.9% | $145,922-52.6% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 6.46% | 224.79%-218.3pp | 116.14%-109.7pp | 561.29%-554.8pp |
| Employer contribution / active EE | $51,341 | $3,730+1276.3% | $3,171+1518.8% | $4,660+1001.8% |
| Participant deferral / active EE | $165,203 | $5,724+2786.3% | $5,016+3193.6% | $6,688+2370.2% |
| Admin fee / account holder | $268,612 | $17,304+1452.3% | $11,033+2334.6% | $13,397+1905.0% |