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 10-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 | $10,474 | $107,934-90.3% | $91,989-88.6% | $152,861-93.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.50% | 89.24%-73.7pp | 69.02%-53.5pp | 345.32%-329.8pp |
| Employer contribution / active EE | $17,187 | $4,210+308.2% | $3,452+397.9% | $4,762+260.9% |
| Participant deferral / active EE | $35,542 | $6,364+458.5% | $5,923+500.1% | $5,850+507.5% |
| Admin fee / account holder | $8,078 | $10,520-23.2% | $7,743+4.3% | $11,596-30.3% |