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 5-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 | $11,459 | $214,378-94.7% | $200,582-94.3% | $142,382-92.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.93% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,176 | $6,841-39.0% | $6,419-34.9% | $4,299-2.9% |
| Participant deferral / active EE | $5,284 | $9,865-46.4% | $9,331-43.4% | $6,507-18.8% |
| Admin fee / account holder | $6,128 | $17,692-65.4% | $16,305-62.4% | $12,624-51.5% |