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 7-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.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,001 | $165,335-95.2% | $149,696-94.7% | $158,922-95.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 17.19% | 348.15%-331.0pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $5,590 | $5,103+9.5% | $4,644+20.4% | $4,761+17.4% |
| Participant deferral / active EE | $4,715 | $7,181-34.3% | $6,842-31.1% | $5,982-21.2% |
| Admin fee / account holder | $6,062 | $10,807-43.9% | $9,309-34.9% | $11,246-46.1% |