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 4-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 | $5,507 | $108,919-94.9% | $100,391-94.5% | $145,922-96.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 57.88%-44.6pp | 49.20%-36.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,034 | $4,419+59.2% | $3,942+78.5% | $4,660+51.0% |
| Participant deferral / active EE | $9,434 | $8,445+11.7% | $8,082+16.7% | $6,688+41.1% |
| Admin fee / account holder | $740 | $9,689-92.4% | $7,899-90.6% | $13,397-94.5% |