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 | $9,991 | $105,126-90.5% | $94,646-89.4% | $139,434-92.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 4.69% | 38.03%-33.3pp | 156.71%-152.0pp | 372.94%-368.3pp |
| Employer contribution / active EE | $20,276 | $4,106+393.9% | $3,672+452.2% | $4,751+326.8% |
| Participant deferral / active EE | $40,256 | $7,599+429.7% | $7,418+442.7% | $6,710+499.9% |
| Admin fee / account holder | $14,124 | $8,984+57.2% | $7,231+95.3% | $11,403+23.9% |