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 | $29,880 | $179,726-83.4% | $156,263-80.9% | $142,382-79.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 2.78% | 77.86%-75.1pp | 59.47%-56.7pp | 217.08%-214.3pp |
| Employer contribution / active EE | $27,602 | $5,069+444.5% | $4,333+537.0% | $4,299+542.0% |
| Participant deferral / active EE | $2,275 | $6,956-67.3% | $6,158-63.1% | $6,507-65.0% |
| Admin fee / account holder | $555 | $17,272-96.8% | $14,255-96.1% | $12,624-95.6% |