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.)
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 | $11,122 | $93,024-88.0% | $77,024-85.6% | $134,475-91.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -13.33% | 62.60%-75.9pp | 42.32%-55.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $44,154 | $3,418+1191.9% | $2,812+1470.1% | $4,740+831.6% |
| Participant deferral / active EE | $88,242 | $5,238+1584.7% | $4,426+1893.5% | $6,400+1278.8% |
| Admin fee / account holder | $81,719 | $6,944+1076.8% | $5,425+1406.3% | $11,426+615.2% |