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 6-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 | $12,886 | $95,266-86.5% | $82,389-84.4% | $142,382-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | -19.38% | 25.74%-45.1pp | 28.67%-48.0pp | 217.08%-236.5pp |
| Employer contribution / active EE | $4,637 | $2,991+55.0% | $2,517+84.2% | $4,299+7.9% |
| Participant deferral / active EE | $7,437 | $4,809+54.7% | $4,155+79.0% | $6,507+14.3% |
| Admin fee / account holder | $12,555 | $8,563+46.6% | $7,231+73.6% | $12,624-0.5% |