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 8-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.
Participant 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 | $40,242 | $72,400-44.4% | $67,502-40.4% | $145,922-72.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 8.63% | 7182.46%-7173.8pp | 3512.12%-3503.5pp | 561.29%-552.7pp |
| Employer contribution / active EE | $390 | $3,069-87.3% | $2,731-85.7% | $4,660-91.6% |
| Participant deferral / active EE | $390 | $4,783-91.9% | $4,000-90.3% | $6,688-94.2% |
| Admin fee / account holder | $4,292 | $5,539-22.5% | $3,998+7.4% | $13,397-68.0% |