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 3-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 | $11,100 | $72,400-84.7% | $67,502-83.6% | $145,922-92.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.18% | 7182.46%-7173.3pp | 3512.12%-3502.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,362 | $3,069-55.6% | $2,731-50.1% | $4,660-70.8% |
| Participant deferral / active EE | $2,050 | $4,783-57.1% | $4,000-48.7% | $6,688-69.3% |
| Admin fee / account holder | $443 | $5,539-92.0% | $3,998-88.9% | $13,397-96.7% |