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 | $117,400 | $106,584+10.1% | $101,326+15.9% | $142,382-17.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.05% | 36.93%-25.9pp | 36.82%-25.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,903 | $3,956-26.6% | $3,665-20.8% | $4,299-32.5% |
| Participant deferral / active EE | $9,522 | $8,297+14.8% | $7,994+19.1% | $6,507+46.3% |
| Admin fee / account holder | $2,229 | $11,446-80.5% | $11,185-80.1% | $12,624-82.3% |