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 7-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.
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 | $11,056 | $105,126-89.5% | $94,646-88.3% | $139,434-92.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.31% | 38.03%-22.7pp | 156.71%-141.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,998 | $4,106-27.0% | $3,672-18.4% | $4,751-36.9% |
| Participant deferral / active EE | $4,917 | $7,599-35.3% | $7,418-33.7% | $6,710-26.7% |
| Admin fee / account holder | $2,212 | $8,984-75.4% | $7,231-69.4% | $11,403-80.6% |