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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $56,341 | $74,888-24.8% | $71,209-20.9% | $142,382-60.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 10.26% | 345.14%-334.9pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $358 | $2,854-87.4% | $2,721-86.8% | $4,299-91.7% |
| Participant deferral / active EE | $6,940 | $4,454+55.8% | $4,175+66.2% | $6,507+6.6% |
| Admin fee / account holder | $47,212 | $5,568+747.9% | $5,349+782.7% | $12,624+274.0% |