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 | $94,428 | $92,703+1.9% | $82,719+14.2% | $134,475-29.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.24% | 944.92%-960.2pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,200 | $3,274-63.3% | $3,009-60.1% | $4,740-74.7% |
| Participant deferral / active EE | $2,400 | $4,802-50.0% | $4,395-45.4% | $6,400-62.5% |
| Admin fee / account holder | $1,107 | $5,983-81.5% | $5,329-79.2% | $11,426-90.3% |