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 4-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,952 | $90,348-96.7% | $75,972-96.1% | $145,922-98.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.79% | 620.88%-606.1pp | 359.55%-344.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,831 | $3,311+15.7% | $2,685+42.7% | $4,660-17.8% |
| Participant deferral / active EE | $11,511 | $5,162+123.0% | $4,255+170.5% | $6,688+72.1% |
| Admin fee / account holder | $394 | $8,467-95.4% | $6,467-93.9% | $13,397-97.1% |