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.
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 | $13,763 | $167,307-91.8% | $143,757-90.4% | $134,475-89.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -11.06% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,995 | $5,619-46.7% | $4,951-39.5% | $4,740-36.8% |
| Participant deferral / active EE | $2,123 | $6,446-67.1% | $5,637-62.3% | $6,400-66.8% |
| Admin fee / account holder | $1,596 | $18,088-91.2% | $14,673-89.1% | $11,426-86.0% |