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 | $848 | $70,606-98.8% | $53,898-98.4% | $142,382-99.4% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 20.54% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,897 | $1,202+307.3% | $932+425.4% | $4,299+13.9% |
| Participant deferral / active EE | $5,104 | $2,364+115.9% | $1,826+179.5% | $6,507-21.6% |
| Admin fee / account holder | $640 | $2,852-77.6% | $2,491-74.3% | $12,624-94.9% |