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 | $92,347 | $42,894+115.3% | $60,874+51.7% | $68,494+34.8% |
| Participation rate | 87.5% | 66.8%+20.7pp | 73.1%+14.4pp | 67.9%+19.6pp |
| Annual return | -11.91% | -13.98%+2.1pp | 16.90%-28.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,088 | $3,101+31.8% | $3,224+26.8% | $5,403-24.3% |