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 | $62,498 | $69,518-10.1% | $59,878+4.4% | $135,375-53.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 12.45% | 7.94%+4.5pp | 3.46%+9.0pp | 519.73%-507.3pp |
| Employer contribution / active EE | $3,036 | $3,235-6.2% | $2,722+11.5% | $4,779-36.5% |
| Participant deferral / active EE | $2,187 | $4,206-48.0% | $3,402-35.7% | $5,609-61.0% |
| Admin fee / account holder | $699 | $5,734-87.8% | $3,590-80.5% | $10,827-93.5% |