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 6-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 | $4,423 | $189,613-97.7% | $167,512-97.4% | $142,382-96.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.21% | 2024.68%-2012.5pp | 1615.79%-1603.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,007 | $4,349-53.9% | $3,882-48.3% | $4,299-53.3% |
| Participant deferral / active EE | $2,277 | $6,981-67.4% | $6,405-64.4% | $6,507-65.0% |
| Admin fee / account holder | $912 | $10,528-91.3% | $9,769-90.7% | $12,624-92.8% |