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 4-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 | $18,806 | $159,901-88.2% | $146,958-87.2% | $145,922-87.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-46.9pp |
| Annual return | 14.52% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,069 | $5,286-23.0% | $4,933-17.5% | $4,660-12.7% |
| Participant deferral / active EE | $29,738 | $8,428+252.8% | $8,070+268.5% | $6,688+344.7% |
| Admin fee / account holder | $2,296 | $15,044-84.7% | $12,998-82.3% | $13,397-82.9% |