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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,983 | $109,817-98.2% | $98,442-98.0% | $167,490-98.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.61% | 1956.69%-1946.1pp | 1492.73%-1482.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $673 | $3,224-79.1% | $2,960-77.3% | $4,837-86.1% |
| Participant deferral / active EE | $654 | $4,673-86.0% | $4,276-84.7% | $6,341-89.7% |
| Admin fee / account holder | $352 | $6,753-94.8% | $5,949-94.1% | $12,309-97.1% |