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 | $59,177 | $69,207-14.5% | $64,056-7.6% | $139,434-57.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.83% | 45.88%-34.0pp | 33.69%-21.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,521 | $3,182-20.8% | $2,747-8.2% | $4,751-46.9% |
| Participant deferral / active EE | $3,600 | $4,682-23.1% | $3,880-7.2% | $6,710-46.4% |
| Admin fee / account holder | $2,113 | $4,244-50.2% | $3,068-31.1% | $11,403-81.5% |