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 | $3,152 | $117,983-97.3% | $101,794-96.9% | $142,382-97.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.11% | 36.92%-29.8pp | 30.53%-23.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $774 | $2,773-72.1% | $2,289-66.2% | $4,299-82.0% |
| Participant deferral / active EE | $1,549 | $4,714-67.1% | $4,084-62.1% | $6,507-76.2% |
| Admin fee / account holder | $3,194 | $10,433-69.4% | $8,777-63.6% | $12,624-74.7% |