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 | $34,638 | $159,901-78.3% | $146,958-76.4% | $145,922-76.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.12% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,529 | $5,286-71.1% | $4,933-69.0% | $4,660-67.2% |
| Participant deferral / active EE | $7,481 | $8,428-11.2% | $8,070-7.3% | $6,688+11.9% |
| Admin fee / account holder | $54,481 | $15,044+262.1% | $12,998+319.1% | $13,397+306.7% |