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 | $54,842 | $104,974-47.8% | $95,585-42.6% | $142,382-61.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.62% | 210.33%-202.7pp | 38.56%-30.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $11,318 | $2,779+307.3% | $2,527+348.0% | $4,299+163.3% |
| Participant deferral / active EE | $22,437 | $4,352+415.6% | $4,023+457.8% | $6,507+244.8% |
| Admin fee / account holder | $6,349 | $6,386-0.6% | $6,127+3.6% | $12,624-49.7% |