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 | $22,466 | $209,411-89.3% | $178,490-87.4% | $158,922-85.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.18% | 188.75%-185.6pp | 151.07%-147.9pp | 302.83%-299.6pp |
| Employer contribution / active EE | $1,593 | $5,706-72.1% | $5,011-68.2% | $4,761-66.5% |
| Participant deferral / active EE | $14,796 | $5,954+148.5% | $5,202+184.4% | $5,982+147.3% |
| Admin fee / account holder | $17,836 | $17,074+4.5% | $13,984+27.6% | $11,246+58.6% |