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.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $826 | $90,348-99.1% | $75,972-98.9% | $145,922-99.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 35.59% | 620.88%-585.3pp | 359.55%-324.0pp | 561.29%-525.7pp |
| Employer contribution / active EE | $20,249 | $3,311+511.6% | $2,685+654.2% | $4,660+334.6% |
| Participant deferral / active EE | $49,598 | $5,162+860.9% | $4,255+1065.5% | $6,688+641.6% |
| Admin fee / account holder | $401 | $8,467-95.3% | $6,467-93.8% | $13,397-97.0% |