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 | $41,891 | $100,773-58.4% | $88,946-52.9% | $142,382-70.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 12.05% | 70.18%-58.1pp | 57.82%-45.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $13,433 | $2,918+360.4% | $2,555+425.7% | $4,299+212.5% |
| Participant deferral / active EE | $30,068 | $5,230+474.9% | $4,581+556.3% | $6,507+362.1% |
| Admin fee / account holder | $25,416 | $9,693+162.2% | $8,261+207.7% | $12,624+101.3% |