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 4-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 | $91,333 | $100,773-9.4% | $88,946+2.7% | $142,382-35.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.19% | 70.18%-54.0pp | 57.82%-41.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $23,365 | $2,918+700.8% | $2,555+814.5% | $4,299+443.5% |
| Participant deferral / active EE | $80,221 | $5,230+1433.8% | $4,581+1651.0% | $6,507+1132.8% |
| Admin fee / account holder | $1,453 | $9,693-85.0% | $8,261-82.4% | $12,624-88.5% |