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 | $21,446 | $118,680-81.9% | $98,907-78.3% | $158,922-86.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 21.80% | 372.35%-350.5pp | 196.43%-174.6pp | 302.83%-281.0pp |
| Employer contribution / active EE | $3,797 | $3,333+13.9% | $2,689+41.2% | $4,761-20.3% |
| Participant deferral / active EE | $6,414 | $5,088+26.1% | $4,244+51.1% | $5,982+7.2% |
| Admin fee / account holder | $1,895 | $10,131-81.3% | $6,642-71.5% | $11,246-83.1% |