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 | $195,438 | $142,344+37.3% | $119,609+63.4% | $134,475+45.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.76% | -12.44%+0.7pp | -14.97%+3.2pp | 417.96%-429.7pp |
| Employer contribution / active EE | $11,015 | $5,222+110.9% | $4,232+160.3% | $4,740+132.4% |
| Participant deferral / active EE | $37,337 | $6,469+477.1% | $5,602+566.5% | $6,400+483.4% |
| Admin fee / account holder | $359 | $13,584-97.4% | $10,323-96.5% | $11,426-96.9% |