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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,135 | $102,604-97.9% | $86,188-97.5% | $139,434-98.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 106.12% | 1922.51%-1816.4pp | 1168.45%-1062.3pp | 372.94%-266.8pp |
| Employer contribution / active EE | $37,587 | $3,032+1139.5% | $2,380+1479.2% | $4,751+691.2% |
| Participant deferral / active EE | $79,727 | $4,676+1605.2% | $3,985+1900.5% | $6,710+1088.1% |
| Admin fee / account holder | $404,414 | $8,657+4571.8% | $6,852+5802.4% | $11,403+3446.7% |