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 9-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 | $180,113 | $159,602+12.9% | $150,045+20.0% | $142,382+26.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 16.52% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $11,298 | $4,961+127.8% | $4,693+140.7% | $4,299+162.8% |
| Participant deferral / active EE | $62,669 | $8,310+654.1% | $7,997+683.6% | $6,507+863.1% |
| Admin fee / account holder | $4,696 | $14,846-68.4% | $13,435-65.0% | $12,624-62.8% |