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.
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 | $6,103 | $109,982-94.5% | $97,226-93.7% | $145,922-95.8% |
| Participation rate | 21.4% | 75.9%-54.5pp | 72.7%-51.3pp | 80.3%-58.8pp |
| Annual return | 12.89% | 242.90%-230.0pp | 75.13%-62.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,666 | $3,084-13.5% | $2,729-2.3% | $4,660-42.8% |
| Participant deferral / active EE | $13,508 | $4,676+188.9% | $4,264+216.8% | $6,688+102.0% |
| Admin fee / account holder | $18 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |