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 | $1,286 | $123,909-99.0% | $69,647-98.2% | $145,922-99.1% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.5%-66.5pp | 80.3%-80.3pp |
| Annual return | 15.18% | 190.55%-175.4pp | 100.48%-85.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $17,341 | $2,682+546.7% | $1,712+912.6% | $4,660+272.2% |
| Participant deferral / active EE | $42,154 | $4,236+895.2% | $2,886+1360.7% | $6,688+530.3% |
| Admin fee / account holder | $2,735 | $7,863-65.2% | $4,713-42.0% | $13,397-79.6% |