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 | $42,007 | $70,756-40.6% | $65,493-35.9% | $142,382-70.5% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 13.58% | 1754.89%-1741.3pp | 982.45%-968.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,697 | $2,881+28.4% | $2,574+43.6% | $4,299-14.0% |
| Participant deferral / active EE | $1,869 | $4,637-59.7% | $3,961-52.8% | $6,507-71.3% |
| Admin fee / account holder | $7,629 | $6,559+16.3% | $5,028+51.7% | $12,624-39.6% |