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 4-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 | $2,665 | $108,919-97.6% | $100,391-97.3% | $145,922-98.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 32.70% | 57.88%-25.2pp | 49.20%-16.5pp | 561.29%-528.6pp |
| Employer contribution / active EE | $4,477 | $4,419+1.3% | $3,942+13.6% | $4,660-3.9% |
| Participant deferral / active EE | $22,505 | $8,445+166.5% | $8,082+178.5% | $6,688+236.5% |
| Admin fee / account holder | $11,686 | $9,689+20.6% | $7,899+47.9% | $13,397-12.8% |