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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,426 | $44,626-90.1% | $86,188-94.9% | $80,160-94.5% |
| Participation rate | 63.1% | 63.5%-0.5pp | 69.0%-5.9pp | 72.9%-9.9pp |
| Annual return | -16.39% | 19.61%-36.0pp | 1168.45%-1184.8pp | 40.38%-56.8pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,380-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,985-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,852-100.0% | $145-100.0% |