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 | $62,804 | $117,841-46.7% | $102,423-38.7% | $145,922-57.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.84% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $22,063 | $3,615+510.4% | $3,023+629.8% | $4,660+373.5% |
| Participant deferral / active EE | $36,806 | $5,731+542.3% | $5,053+628.4% | $6,688+450.4% |
| Admin fee / account holder | $95,771 | $13,326+618.7% | $9,451+913.4% | $13,397+614.9% |