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 6-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $288,756 | $58,908+390.2% | $82,719+249.1% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 72.6%-72.6pp | - |
| Annual return | -51.82% | -8.97%-42.9pp | 701.18%-753.0pp | - |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,009-100.0% | - |
| Participant deferral / active EE | $0 | $2,996-100.0% | $4,395-100.0% | - |
| Admin fee / account holder | $33,068 | $4,022+722.2% | $5,329+520.5% | - |