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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,453-100.0% | $170,442-100.0% | $62,292-100.0% |
| Participation rate | 31.5% | 66.4%-34.9pp | 83.6%-52.1pp | 69.5%-38.1pp |
| Annual return | -128.85% | 21.38%-150.2pp | 205.93%-334.8pp | 28.90%-157.7pp |
| Employer contribution / active EE | $686 | $2,164-68.3% | $5,433-87.4% | $2,042-66.4% |
| Participant deferral / active EE | $1,180 | $2,303-48.8% | $4,939-76.1% | $3,169-62.8% |
| Admin fee / account holder | $83 | $455-81.8% | $13,880-99.4% | $479-82.7% |