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.
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 | $108,917 | $60,243+80.8% | $86,612+25.8% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 71.7%-71.7pp | - |
| Annual return | -57.13% | 59.27%-116.4pp | 591.07%-648.2pp | - |
| Employer contribution / active EE | $0 | $2,261-100.0% | $3,022-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,438-100.0% | - |
| Admin fee / account holder | $14,884 | $4,652+220.0% | $5,614+165.1% | - |