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 | $69,492 | $72,492-4.1% | $87,100-20.2% | $72,985-4.8% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 8.16% | 24.46%-16.3pp | 28.19%-20.0pp | 81.00%-72.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,419 | $5,055-71.9% | $7,497-81.1% | $5,124-72.3% |