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 | $171,642 | $104,664+64.0% | $85,682+100.3% | $167,490+2.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 6.94% | 21.45%-14.5pp | 21.49%-14.5pp | 478.56%-471.6pp |
| Employer contribution / active EE | $4,970 | $3,337+48.9% | $2,618+89.8% | $4,837+2.7% |
| Participant deferral / active EE | $26,000 | $4,824+438.9% | $3,923+562.8% | $6,341+310.0% |
| Admin fee / account holder | $59,437 | $10,032+492.5% | $6,873+764.8% | $12,309+382.9% |