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.)
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 | $11,471 | $127,065-91.0% | $113,168-89.9% | $142,382-91.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.61% | 24.03%-16.4pp | 24.27%-16.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $13,075 | $3,442+279.9% | $2,975+339.5% | $4,299+204.1% |
| Participant deferral / active EE | $29,472 | $5,716+415.6% | $5,107+477.1% | $6,507+352.9% |
| Admin fee / account holder | $19,695 | $15,736+25.2% | $12,068+63.2% | $12,624+56.0% |