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.)
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 | $8,249 | $56,053-85.3% | $75,972-89.1% | $80,856-89.8% |
| Participation rate | 63.8% | 62.0%+1.8pp | 69.1%-5.3pp | 67.6%-3.8pp |
| Annual return | 0.35% | 20.53%-20.2pp | 359.55%-359.2pp | 35.59%-35.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,529 | $5,234+330.5% | $6,467+248.4% | $6,918+225.7% |