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 | $29,163 | $140,578-79.3% | $100,671-71.0% | $125,391-76.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.39% | 24.67%-22.3pp | 20.43%-18.0pp | 282.22%-279.8pp |
| Employer contribution / active EE | $7,038 | $5,965+18.0% | $4,012+75.4% | $4,866+44.6% |
| Participant deferral / active EE | $4,113 | $3,981+3.3% | $3,144+30.8% | $5,352-23.2% |
| Admin fee / account holder | $1,714 | $6,716-74.5% | $4,850-64.7% | $9,540-82.0% |