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 | $103,016 | $127,065-18.9% | $113,168-9.0% | $142,382-27.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 9.38% | 24.03%-14.6pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $13,053 | $3,442+279.2% | $2,975+338.7% | $4,299+203.6% |
| Participant deferral / active EE | $21,647 | $5,716+278.7% | $5,107+323.9% | $6,507+232.7% |
| Admin fee / account holder | $28,495 | $15,736+81.1% | $12,068+136.1% | $12,624+125.7% |