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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,637 | $126,574-92.4% | $106,213-90.9% | $145,922-93.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.06% | 224.79%-216.7pp | 116.14%-108.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $5,415 | $3,730+45.2% | $3,171+70.7% | $4,660+16.2% |
| Participant deferral / active EE | $6,035 | $5,724+5.4% | $5,016+20.3% | $6,688-9.8% |
| Admin fee / account holder | $9,302 | $17,304-46.2% | $11,033-15.7% | $13,397-30.6% |