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 | $149,301 | $111,724+33.6% | $93,606+59.5% | $145,922+2.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.50% | 202.98%-196.5pp | 133.20%-126.7pp | 561.29%-554.8pp |
| Employer contribution / active EE | $86,242 | $3,090+2691.3% | $2,420+3464.0% | $4,660+1750.8% |
| Participant deferral / active EE | $26,463 | $4,912+438.8% | $4,411+499.9% | $6,688+295.7% |
| Admin fee / account holder | $9,112 | $10,250-11.1% | $8,285+10.0% | $13,397-32.0% |