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.
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 | $8,441 | $159,901-94.7% | $146,958-94.3% | $145,922-94.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 5.86% | 98.13%-92.3pp | 418.34%-412.5pp | 561.29%-555.4pp |
| Employer contribution / active EE | $4,323 | $5,286-18.2% | $4,933-12.4% | $4,660-7.2% |
| Participant deferral / active EE | $10,500 | $8,428+24.6% | $8,070+30.1% | $6,688+57.0% |
| Admin fee / account holder | $66,558 | $15,044+342.4% | $12,998+412.1% | $13,397+396.8% |