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 6-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 | $14,284 | $177,572-92.0% | $154,803-90.8% | $142,382-90.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 7.39% | 65.07%-57.7pp | 58.88%-51.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $4,590 | $4,810-4.6% | $4,305+6.6% | $4,299+6.8% |
| Participant deferral / active EE | $7,936 | $6,272+26.5% | $5,540+43.2% | $6,507+21.9% |
| Admin fee / account holder | $2,539 | $16,786-84.9% | $14,329-82.3% | $12,624-79.9% |