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 | $215,148 | $150,187+43.3% | $120,354+78.8% | $145,922+47.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.08% | 154.07%-147.0pp | 107.15%-100.1pp | 561.29%-554.2pp |
| Employer contribution / active EE | $350,000 | $4,348+7950.1% | $3,463+10008.1% | $4,660+7411.4% |
| Participant deferral / active EE | $53,335 | $6,173+764.0% | $4,991+968.6% | $6,688+697.5% |
| Admin fee / account holder | $13,602 | $12,207+11.4% | $9,423+44.3% | $13,397+1.5% |