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 | $24,941 | $112,881-77.9% | $90,951-72.6% | $158,922-84.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -2.16% | 215.79%-218.0pp | 134.60%-136.8pp | 302.83%-305.0pp |
| Employer contribution / active EE | $2,933 | $2,893+1.4% | $2,122+38.2% | $4,761-38.4% |
| Participant deferral / active EE | $1,550 | $4,128-62.4% | $3,373-54.0% | $5,982-74.1% |
| Admin fee / account holder | $184,506 | $8,041+2194.6% | $5,959+2996.5% | $11,246+1540.7% |