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 8-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 | $3,271 | $117,983-97.2% | $101,794-96.8% | $142,382-97.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.33% | 36.92%-27.6pp | 30.53%-21.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,956 | $2,773-29.4% | $2,289-14.5% | $4,299-54.5% |
| Participant deferral / active EE | $3,269 | $4,714-30.7% | $4,084-20.0% | $6,507-49.8% |
| Admin fee / account holder | $1,269 | $10,433-87.8% | $8,777-85.5% | $12,624-89.9% |