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 | $37,988 | $70,756-46.3% | $65,493-42.0% | $142,382-73.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.01% | 1754.89%-1741.9pp | 982.45%-969.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $7,652 | $2,881+165.6% | $2,574+197.3% | $4,299+78.0% |
| Participant deferral / active EE | $10,085 | $4,637+117.5% | $3,961+154.6% | $6,507+55.0% |
| Admin fee / account holder | $1,278 | $6,559-80.5% | $5,028-74.6% | $12,624-89.9% |