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 5-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 | $46,638 | $108,919-57.2% | $100,391-53.5% | $145,922-68.0% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | 14.13% | 57.88%-43.8pp | 49.20%-35.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $6,534 | $4,419+47.9% | $3,942+65.8% | $4,660+40.2% |
| Participant deferral / active EE | $10,029 | $8,445+18.8% | $8,082+24.1% | $6,688+50.0% |
| Admin fee / account holder | $10,997 | $9,689+13.5% | $7,899+39.2% | $13,397-17.9% |