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.)
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 | $232,760 | $159,602+45.8% | $150,045+55.1% | $142,382+63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.74% | 70.24%-62.5pp | 62.55%-54.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $10,294 | $4,961+107.5% | $4,693+119.3% | $4,299+139.4% |
| Participant deferral / active EE | $11,843 | $8,310+42.5% | $7,997+48.1% | $6,507+82.0% |
| Admin fee / account holder | $108,242 | $14,846+629.1% | $13,435+705.7% | $12,624+757.5% |