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 7-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 | $85,401 | $202,432-57.8% | $169,368-49.6% | $139,434-38.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.23% | 531.74%-523.5pp | 405.60%-397.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $2,178 | $4,692-53.6% | $4,013-45.7% | $4,751-54.2% |
| Participant deferral / active EE | $9,213 | $6,938+32.8% | $6,221+48.1% | $6,710+37.3% |
| Admin fee / account holder | $2,035 | $10,708-81.0% | $9,003-77.4% | $11,403-82.2% |