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 | $25,552 | $270,399-90.6% | $209,409-87.8% | $357,791-92.9% |
| Participation rate | 93.3% | 83.8%+9.6pp | 80.4%+13.0pp | 85.6%+7.7pp |
| Annual return | 11.31% | 194.89%-183.6pp | 159.49%-148.2pp | 396.79%-385.5pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $317 | $18,969-98.3% | $16,474-98.1% | $28,387-98.9% |