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 4-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 | $8,073 | $165,984-95.1% | $164,813-95.1% | $145,922-94.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 36.63% | 100.03%-63.4pp | 69.93%-33.3pp | 561.29%-524.7pp |
| Employer contribution / active EE | $2,795 | $5,273-47.0% | $4,341-35.6% | $4,660-40.0% |
| Participant deferral / active EE | $6,656 | $6,959-4.3% | $6,031+10.4% | $6,688-0.5% |
| Admin fee / account holder | $843 | $16,648-94.9% | $12,690-93.4% | $13,397-93.7% |