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 | $42,293 | $114,381-63.0% | $107,525-60.7% | $142,382-70.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.55% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,330 | $4,015-42.0% | $3,754-37.9% | $4,299-45.8% |
| Participant deferral / active EE | $5,679 | $5,564+2.1% | $5,116+11.0% | $6,507-12.7% |
| Admin fee / account holder | $752 | $9,860-92.4% | $8,919-91.6% | $12,624-94.0% |