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.
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 | $6,639 | $133,922-95.0% | $116,228-94.3% | $142,382-95.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.55% | 147.76%-137.2pp | 90.06%-79.5pp | 217.08%-206.5pp |
| Employer contribution / active EE | $21,384 | $3,446+520.6% | $2,994+614.1% | $4,299+397.4% |
| Participant deferral / active EE | $78,104 | $5,672+1277.0% | $4,953+1476.9% | $6,507+1100.3% |
| Admin fee / account holder | $84,473 | $14,945+465.2% | $11,989+604.6% | $12,624+569.2% |