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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,223 | $175,202-98.7% | $149,673-98.5% | $139,434-98.4% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 5.32% | 166.71%-161.4pp | 134.42%-129.1pp | 372.94%-367.6pp |
| Employer contribution / active EE | $4,511 | $5,474-17.6% | $4,818-6.4% | $4,751-5.0% |
| Participant deferral / active EE | $27,890 | $6,519+327.8% | $5,680+391.0% | $6,710+315.6% |
| Admin fee / account holder | $7,149 | $16,150-55.7% | $13,210-45.9% | $11,403-37.3% |