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 4-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 | $26,093 | $106,584-75.5% | $101,326-74.2% | $142,382-81.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.41% | 36.93%-24.5pp | 36.82%-24.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,895 | $3,956-1.5% | $3,665+6.3% | $4,299-9.4% |
| Participant deferral / active EE | $16,818 | $8,297+102.7% | $7,994+110.4% | $6,507+158.5% |
| Admin fee / account holder | $781 | $11,446-93.2% | $11,185-93.0% | $12,624-93.8% |