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 | $71,135 | $106,584-33.3% | $101,326-29.8% | $142,382-50.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 14.42% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,597 | $3,956+92.0% | $3,665+107.3% | $4,299+76.7% |
| Participant deferral / active EE | $17,634 | $8,297+112.5% | $7,994+120.6% | $6,507+171.0% |
| Admin fee / account holder | $43,059 | $11,446+276.2% | $11,185+285.0% | $12,624+241.1% |