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.)
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 | $43,464 | $70,756-38.6% | $65,493-33.6% | $142,382-69.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 13.70% | 1754.89%-1741.2pp | 982.45%-968.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,096 | $2,881+7.5% | $2,574+20.3% | $4,299-28.0% |
| Participant deferral / active EE | $3,096 | $4,637-33.2% | $3,961-21.8% | $6,507-52.4% |
| Admin fee / account holder | $6,431 | $6,559-2.0% | $5,028+27.9% | $12,624-49.1% |