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 | $44,500 | $109,881-59.5% | $150,045-70.3% | $84,808-47.5% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 9.16% | 28.25%-19.1pp | 62.55%-53.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,807 | $8,568-55.6% | $13,435-71.7% | $7,344-48.2% |