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.)
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 | $16,456 | $118,680-86.1% | $98,907-83.4% | $158,922-89.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.61% | 372.35%-346.7pp | 196.43%-170.8pp | 302.83%-277.2pp |
| Employer contribution / active EE | $416 | $3,333-87.5% | $2,689-84.5% | $4,761-91.3% |
| Participant deferral / active EE | $4,526 | $5,088-11.1% | $4,244+6.6% | $5,982-24.3% |
| Admin fee / account holder | $357 | $10,131-96.5% | $6,642-94.6% | $11,246-96.8% |