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.
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.)
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 | $7,703 | $172,008-95.5% | $133,334-94.2% | $152,861-95.0% |
| Participation rate | 40.0% | 82.9%-42.9pp | 69.7%-29.7pp | 82.4%-42.4pp |
| Annual return | 24.52% | 26.82%-2.3pp | 26.29%-1.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $0 | $3,954-100.0% | $3,152-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $5,773-100.0% | $5,850-100.0% |
| Admin fee / account holder | $585 | $4,416-86.8% | $3,620-83.8% | $11,596-95.0% |