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 10-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 | $7,808 | $165,912-95.3% | $122,332-93.6% | $147,584-94.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 20.81% | 34.55%-13.7pp | 30.27%-9.5pp | 578.55%-557.7pp |
| Employer contribution / active EE | $13,312 | $5,754+131.3% | $4,050+228.7% | $4,876+173.0% |
| Participant deferral / active EE | $13,795 | $4,005+244.4% | $3,287+319.7% | $5,439+153.6% |
| Admin fee / account holder | $1,707 | $7,424-77.0% | $5,478-68.8% | $10,885-84.3% |