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 | $151,760 | $165,335-8.2% | $149,696+1.4% | $158,922-4.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.68% | 348.15%-341.5pp | 276.60%-269.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $5,003 | $5,103-2.0% | $4,644+7.7% | $4,761+5.1% |
| Participant deferral / active EE | $8,000 | $7,181+11.4% | $6,842+16.9% | $5,982+33.7% |
| Admin fee / account holder | $15,417 | $10,807+42.7% | $9,309+65.6% | $11,246+37.1% |