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 | $74,153 | $84,695-12.4% | $73,843+0.4% | $125,391-40.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.37% | 3123.53%-3121.2pp | 2267.84%-2265.5pp | 282.22%-279.9pp |
| Employer contribution / active EE | $2,264 | $3,123-27.5% | $2,787-18.8% | $4,866-53.5% |
| Participant deferral / active EE | $1,132 | $3,992-71.6% | $3,583-68.4% | $5,352-78.8% |
| Admin fee / account holder | $2,161 | $5,691-62.0% | $4,880-55.7% | $9,540-77.3% |