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 9-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 | $349 | $150,440-99.8% | $136,294-99.7% | $147,584-99.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.80% | 1049.08%-1040.3pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $2,286 | $5,256-56.5% | $4,695-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $4,449 | $6,630-32.9% | $6,247-28.8% | $5,439-18.2% |
| Admin fee / account holder | $948 | $10,905-91.3% | $9,243-89.7% | $10,885-91.3% |