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 | $56,792 | $162,781-65.1% | $133,956-57.6% | $158,922-64.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 2.40% | 41.94%-39.5pp | 45.09%-42.7pp | 302.83%-300.4pp |
| Employer contribution / active EE | $19,730 | $4,975+296.5% | $3,919+403.5% | $4,761+314.4% |
| Participant deferral / active EE | $12,573 | $5,911+112.7% | $5,048+149.1% | $5,982+110.2% |
| Admin fee / account holder | $39,013 | $11,736+232.4% | $8,927+337.0% | $11,246+246.9% |