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 | $30,829 | $111,090-72.2% | $156,263-80.3% | - |
| Participation rate | 0.0% | 75.0%-75.0pp | 78.9%-78.9pp | - |
| Annual return | 1.56% | 16.66%-15.1pp | 59.47%-57.9pp | - |
| Employer contribution / active EE | $0 | $2,524-100.0% | $4,333-100.0% | - |
| Participant deferral / active EE | $0 | $4,469-100.0% | $6,158-100.0% | - |
| Admin fee / account holder | $56,827 | $15,012+278.5% | $14,255+298.7% | - |