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 | $14,052 | $133,958-89.5% | $112,228-87.5% | $134,475-89.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.39% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,712 | $4,038+16.7% | $3,635+29.6% | $4,740-0.6% |
| Participant deferral / active EE | $8,942 | $5,291+69.0% | $4,728+89.1% | $6,400+39.7% |
| Admin fee / account holder | $3,122 | $7,489-58.3% | $6,410-51.3% | $11,426-72.7% |