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.
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.)
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 | $2,931 | $127,065-97.7% | $113,168-97.4% | $142,382-97.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.85% | 24.03%-23.2pp | 24.27%-23.4pp | 217.08%-216.2pp |
| Employer contribution / active EE | $3,455 | $3,442+0.4% | $2,975+16.1% | $4,299-19.6% |
| Participant deferral / active EE | $521 | $5,716-90.9% | $5,107-89.8% | $6,507-92.0% |
| Admin fee / account holder | $17,094 | $15,736+8.6% | $12,068+41.6% | $12,624+35.4% |