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 | $190,106 | $140,940+34.9% | $112,229+69.4% | $139,434+36.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -8.86% | 32.71%-41.6pp | 30.20%-39.1pp | 372.94%-381.8pp |
| Employer contribution / active EE | $150,000 | $4,283+3402.1% | $3,430+4272.8% | $4,751+3057.4% |
| Participant deferral / active EE | $26,231 | $5,874+346.5% | $4,798+446.7% | $6,710+290.9% |
| Admin fee / account holder | $1,614 | $9,954-83.8% | $7,748-79.2% | $11,403-85.8% |