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 | $46,810 | $53,777-13.0% | $134,143-65.1% | $79,858-41.4% |
| Participation rate | 89.7% | 58.8%+31.0pp | 72.2%+17.6pp | 69.6%+20.1pp |
| Annual return | 8.27% | 19.01%-10.7pp | 36.33%-28.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $454 | $3,984-88.6% | $6,684-93.2% | $5,306-91.4% |