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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,555 | $27,839-65.7% | $58,482-83.7% | $71,457-86.6% |
| Participation rate | 81.9% | 34.5%+47.3pp | 50.9%+31.0pp | 67.9%+13.9pp |
| Annual return | 0.42% | 26.81%-26.4pp | 4239.32%-4238.9pp | 28.85%-28.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $1,206-100.0% | $1,924-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,641-100.0% | $2,516-100.0% | $1,587-100.0% |