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 | $15,492 | $138,044-88.8% | $125,339-87.6% | $134,475-88.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.08% | 750.33%-773.4pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $13,054 | $5,243+149.0% | $4,814+171.2% | $4,740+175.4% |
| Participant deferral / active EE | $44,735 | $7,799+473.6% | $7,446+500.8% | $6,400+599.0% |
| Admin fee / account holder | $471 | $11,571-95.9% | $10,010-95.3% | $11,426-95.9% |