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 | $104,558 | $150,187-30.4% | $120,354-13.1% | $145,922-28.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.29% | 154.07%-137.8pp | 107.15%-90.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $8,847 | $4,348+103.5% | $3,463+155.5% | $4,660+89.9% |
| Participant deferral / active EE | $2,183 | $6,173-64.6% | $4,991-56.3% | $6,688-67.4% |
| Admin fee / account holder | $65,054 | $12,207+432.9% | $9,423+590.4% | $13,397+385.6% |