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 7-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 | $14,510 | $115,770-87.5% | $101,248-85.7% | $158,922-90.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 110.54% | 56.14%+54.4pp | 46.47%+64.1pp | 302.83%-192.3pp |
| Employer contribution / active EE | $5,122 | $4,175+22.7% | $3,660+40.0% | $4,761+7.6% |
| Participant deferral / active EE | $3,782 | $4,957-23.7% | $4,370-13.4% | $5,982-36.8% |
| Admin fee / account holder | $627 | $7,245-91.3% | $5,945-89.5% | $11,246-94.4% |