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 | $32,072 | $67,331-52.4% | $60,874-47.3% | $134,475-76.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.22% | 49.93%-66.2pp | 16.90%-33.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,784 | $3,096-10.1% | $2,701+3.0% | $4,740-41.3% |
| Participant deferral / active EE | $2,784 | $4,538-38.7% | $3,817-27.1% | $6,400-56.5% |
| Admin fee / account holder | $341 | $4,582-92.6% | $3,224-89.4% | $11,426-97.0% |