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 9-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 | $72,707 | $74,888-2.9% | $71,209+2.1% | $142,382-48.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.42% | 345.14%-336.7pp | 282.51%-274.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $20,197 | $2,854+607.6% | $2,721+642.3% | $4,299+369.8% |
| Participant deferral / active EE | $71,694 | $4,454+1509.5% | $4,175+1617.2% | $6,507+1001.8% |
| Admin fee / account holder | $58,301 | $5,568+947.0% | $5,349+990.0% | $12,624+361.8% |