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 | $44,901 | $69,518-35.4% | $59,878-25.0% | $135,375-66.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -2.13% | 7.94%-10.1pp | 3.46%-5.6pp | 519.73%-521.9pp |
| Employer contribution / active EE | $4,972 | $3,235+53.7% | $2,722+82.7% | $4,779+4.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,638 | $5,734-71.4% | $3,590-54.4% | $10,827-84.9% |