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 | $22,858 | $183,963-87.6% | $162,163-85.9% | $152,861-85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.13% | 150.76%-145.6pp | 115.59%-110.5pp | 345.32%-340.2pp |
| Employer contribution / active EE | $21,514 | $6,371+237.7% | $5,614+283.2% | $4,762+351.8% |
| Participant deferral / active EE | $13,357 | $8,034+66.3% | $7,298+83.0% | $5,850+128.3% |
| Admin fee / account holder | $3,407 | $13,121-74.0% | $10,843-68.6% | $11,596-70.6% |