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 | $112,919 | $106,584+5.9% | $101,326+11.4% | $142,382-20.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.93% | 36.93%-25.0pp | 36.82%-24.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,527 | $3,956+14.4% | $3,665+23.5% | $4,299+5.3% |
| Participant deferral / active EE | $14,406 | $8,297+73.6% | $7,994+80.2% | $6,507+121.4% |
| Admin fee / account holder | $25,925 | $11,446+126.5% | $11,185+131.8% | $12,624+105.4% |