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 | $86,974 | $88,751-2.0% | $81,812+6.3% | $145,922-40.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.44% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,015 | $3,083+95.1% | $2,912+106.5% | $4,660+29.1% |
| Participant deferral / active EE | $20,367 | $4,643+338.6% | $4,319+371.6% | $6,688+204.5% |
| Admin fee / account holder | $9,074 | $8,415+7.8% | $7,386+22.9% | $13,397-32.3% |