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.)
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 | $2,738 | $109,982-97.5% | $97,226-97.2% | $145,922-98.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.32% | 242.90%-232.6pp | 75.13%-64.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,395 | $3,084+42.5% | $2,729+61.0% | $4,660-5.7% |
| Participant deferral / active EE | $5,940 | $4,676+27.0% | $4,264+39.3% | $6,688-11.2% |
| Admin fee / account holder | $2,774 | $6,221-55.4% | $5,654-50.9% | $13,397-79.3% |