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 6-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 | $391 | $30,588-98.7% | $53,898-99.3% | $85,563-99.5% |
| Participation rate | 0.4% | 26.3%-26.0pp | 55.0%-54.6pp | 66.0%-65.6pp |
| Annual return | -4.92% | 50.42%-55.3pp | 528.60%-533.5pp | 31.51%-36.4pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $848-100.0% | $1,826-100.0% | $4,375-100.0% |
| Admin fee / account holder | $11,574 | $1,879+516.0% | $2,491+364.7% | $834+1287.4% |