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 5-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.
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 | $1,445 | $118,427-98.8% | $66,042-97.8% | $142,382-99.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 67.5%-67.5pp | 80.1%-80.1pp |
| Annual return | 11.64% | 35.57%-23.9pp | 52.11%-40.5pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,655 | $2,570+120.1% | $1,579+258.1% | $4,299+31.5% |
| Participant deferral / active EE | $19,043 | $4,311+341.7% | $2,835+571.6% | $6,507+192.6% |
| Admin fee / account holder | $13 | $9,593-99.9% | $5,747-99.8% | $12,624-99.9% |