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 | $90,615 | $152,509-40.6% | $117,472-22.9% | $134,475-32.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.49% | 52.99%-61.5pp | 29.74%-38.2pp | 417.96%-426.5pp |
| Employer contribution / active EE | $9,000 | $5,571+61.6% | $4,176+115.5% | $4,740+89.9% |
| Participant deferral / active EE | $27,000 | $4,818+460.4% | $4,070+563.4% | $6,400+321.9% |
| Admin fee / account holder | $62,015 | $7,004+785.4% | $5,645+998.6% | $11,426+442.8% |