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 4-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.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257 | $36,020-99.3% | $80,569-99.7% | $103,482-99.8% |
| Participation rate | 0.0% | 38.5%-38.5pp | 67.0%-67.0pp | 73.3%-73.2pp |
| Annual return | 1.55% | 63.68%-62.1pp | 935.43%-933.9pp | 33.11%-31.6pp |
| Employer contribution / active EE | $0 | $998-100.0% | $2,723-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $4,447-100.0% | $5,207-100.0% |
| Admin fee / account holder | $2,839 | $472+501.8% | $5,377-47.2% | $114+2386.2% |