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 5-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 | $26,134 | $70,606-63.0% | $53,898-51.5% | $142,382-81.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 3.94% | 619.81%-615.9pp | 528.60%-524.7pp | 217.08%-213.1pp |
| Employer contribution / active EE | $7,590 | $1,202+531.4% | $932+714.3% | $4,299+76.5% |
| Participant deferral / active EE | $22,532 | $2,364+853.1% | $1,826+1133.7% | $6,507+246.3% |
| Admin fee / account holder | $1,481 | $2,852-48.1% | $2,491-40.5% | $12,624-88.3% |