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 | $145 | $68,719-99.8% | $91,541-99.8% | $84,808-99.8% |
| Participation rate | 78.6% | 64.5%+14.1pp | 69.8%+8.8pp | 68.3%+10.3pp |
| Annual return | 3.24% | 19.12%-15.9pp | 20.50%-17.3pp | 40.90%-37.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,240 | $5,786-61.3% | $6,956-67.8% | $7,344-69.5% |