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 | $42,720 | $176,812-75.8% | $146,665-70.9% | $167,490-74.5% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 16.68% | 24.03%-7.4pp | 22.74%-6.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $344 | $13,259-97.4% | $10,280-96.7% | $12,309-97.2% |