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 3-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.)
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 | $650 | $90,348-99.3% | $75,972-99.1% | $145,922-99.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 17.37% | 620.88%-603.5pp | 359.55%-342.2pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,147 | $3,311-65.4% | $2,685-57.3% | $4,660-75.4% |
| Participant deferral / active EE | $4,702 | $5,162-8.9% | $4,255+10.5% | $6,688-29.7% |
| Admin fee / account holder | $427 | $8,467-95.0% | $6,467-93.4% | $13,397-96.8% |