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 3-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 | $5,133 | $158,398-96.8% | $126,539-95.9% | $142,382-96.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.91% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $15,432 | $4,650+231.9% | $3,674+320.0% | $4,299+258.9% |
| Participant deferral / active EE | $22,677 | $4,767+375.7% | $4,083+455.4% | $6,507+248.5% |
| Admin fee / account holder | $312 | $6,918-95.5% | $6,065-94.9% | $12,624-97.5% |