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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $167,379 | $201,272-16.8% | $184,203-9.1% | $145,922+14.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.56% | 29.00%-22.4pp | 28.81%-22.3pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,440 | $7,022-79.5% | $6,427-77.6% | $4,660-69.1% |
| Participant deferral / active EE | $4,867 | $9,806-50.4% | $9,131-46.7% | $6,688-27.2% |
| Admin fee / account holder | $68,655 | $16,364+319.6% | $13,901+393.9% | $13,397+412.5% |