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.
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 | $1,912 | $95,266-98.0% | $82,389-97.7% | $142,382-98.7% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 26.32% | 25.74%+0.6pp | 28.67%-2.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $20,525 | $2,991+586.2% | $2,517+715.4% | $4,299+377.4% |
| Participant deferral / active EE | $66,890 | $4,809+1291.0% | $4,155+1510.0% | $6,507+927.9% |
| Admin fee / account holder | $692 | $8,563-91.9% | $7,231-90.4% | $12,624-94.5% |