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 8-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 | $36,685 | $124,319-70.5% | $111,297-67.0% | $167,490-78.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.32% | 37.44%-27.1pp | 54.65%-44.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,200 | $3,435-65.1% | $2,731-56.1% | $4,837-75.2% |
| Participant deferral / active EE | $26,000 | $5,180+401.9% | $4,487+479.4% | $6,341+310.0% |
| Admin fee / account holder | $2,099 | $10,618-80.2% | $7,964-73.6% | $12,309-82.9% |