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 | $35,044 | $117,841-70.3% | $102,423-65.8% | $145,922-76.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.47% | 31.65%-23.2pp | 29.32%-20.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $13,838 | $3,615+282.8% | $3,023+357.7% | $4,660+197.0% |
| Participant deferral / active EE | $10,114 | $5,731+76.5% | $5,053+100.2% | $6,688+51.2% |
| Admin fee / account holder | $12,479 | $13,326-6.4% | $9,451+32.0% | $13,397-6.9% |