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 | $15,887 | $185,822-91.5% | $169,993-90.7% | $139,434-88.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.31% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $13,150 | $7,590+73.3% | $6,785+93.8% | $4,751+176.8% |
| Participant deferral / active EE | $20,183 | $11,622+73.7% | $10,408+93.9% | $6,710+200.8% |
| Admin fee / account holder | $3,277 | $15,381-78.7% | $12,815-74.4% | $11,403-71.3% |