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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,530 | $69,010-76.0% | $159,960-89.7% | $68,494-75.9% |
| Participation rate | 57.6% | 65.4%-7.8pp | 78.0%-20.4pp | 67.9%-10.3pp |
| Annual return | 19.23% | -9.65%+28.9pp | 408.60%-389.4pp | -7.84%+27.1pp |
| Employer contribution / active EE | $675 | $2,213-69.5% | $4,226-84.0% | $2,596-74.0% |
| Participant deferral / active EE | $1,053 | $4,212-75.0% | $6,182-83.0% | $4,027-73.9% |
| Admin fee / account holder | $2,673 | $4,798-44.3% | $8,698-69.3% | $5,403-50.5% |