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 10-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 | $70,657 | $165,984-57.4% | $164,813-57.1% | $145,922-51.6% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 10.38% | 100.03%-89.7pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $249,591 | $5,273+4633.5% | $4,341+5649.8% | $4,660+5256.5% |
| Participant deferral / active EE | $225,564 | $6,959+3141.3% | $6,031+3639.8% | $6,688+3272.8% |
| Admin fee / account holder | $5,353 | $16,648-67.8% | $12,690-57.8% | $13,397-60.0% |