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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,618 | $185,689+42.0% | $146,762+79.6% | $357,791-26.3% |
| Participation rate | 100.0% | 86.7%+13.3pp | 81.7%+18.3pp | 85.6%+14.4pp |
| Annual return | 9.10% | -6.87%+16.0pp | -2.96%+12.1pp | 396.79%-387.7pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $3,453-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $3,550-100.0% | $5,521-100.0% |
| Admin fee / account holder | $149,112 | $15,700+849.7% | $14,221+948.6% | $28,387+425.3% |