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.
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 | $11,079 | $77,419-85.7% | $69,455-84.0% | $152,861-92.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.97% | 39.06%-34.1pp | 28.97%-24.0pp | 345.32%-340.3pp |
| Employer contribution / active EE | $1,436 | $3,315-56.7% | $2,779-48.3% | $4,762-69.9% |
| Participant deferral / active EE | $1,683 | $4,414-61.9% | $3,535-52.4% | $5,850-71.2% |
| Admin fee / account holder | $1,068 | $6,207-82.8% | $3,839-72.2% | $11,596-90.8% |