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 | $80,532 | $107,452-25.1% | $91,541-12.0% | $142,382-43.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.06% | 22.06%-13.0pp | 20.50%-11.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $31,458 | $2,994+950.6% | $2,505+1156.0% | $4,299+631.7% |
| Participant deferral / active EE | $3,534 | $4,754-25.7% | $4,008-11.8% | $6,507-45.7% |
| Admin fee / account holder | $93,799 | $8,834+961.8% | $6,956+1248.4% | $12,624+643.0% |