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 | $38,169 | $100,754-62.1% | $86,677-56.0% | $134,475-71.6% |
| Participation rate | 53.8% | 78.9%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -9.36% | 29.04%-38.4pp | 35.91%-45.3pp | 417.96%-427.3pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,063 | $10,926-72.0% | $7,493-59.1% | $11,426-73.2% |