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 | $217,175 | $158,398+37.1% | $126,539+71.6% | $142,382+52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.67% | 593.76%-587.1pp | 425.95%-419.3pp | 217.08%-210.4pp |
| Employer contribution / active EE | $4,565 | $4,650-1.8% | $3,674+24.2% | $4,299+6.2% |
| Participant deferral / active EE | $20,650 | $4,767+333.2% | $4,083+405.8% | $6,507+217.3% |
| Admin fee / account holder | $231,858 | $6,918+3251.5% | $6,065+3723.2% | $12,624+1736.7% |