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 9-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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,738 | $58,208+47.3% | $81,812+4.8% | $80,856+6.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.79% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,869 | $2,340+65.4% | $2,912+32.9% | $2,755+40.5% |
| Participant deferral / active EE | $885 | $3,281-73.0% | $4,319-79.5% | $4,296-79.4% |
| Admin fee / account holder | $872 | $4,981-82.5% | $7,386-88.2% | $6,918-87.4% |