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 | $62,380 | $180,101-65.4% | $142,449-56.2% | - |
| Participation rate | 0.0% | 65.2%-65.2pp | 76.8%-76.8pp | - |
| Annual return | 21.23% | 26.55%-5.3pp | 19.99%+1.2pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $4,847-100.0% | - |
| Participant deferral / active EE | $0 | $4,104-100.0% | $6,283-100.0% | - |
| Admin fee / account holder | $4,624 | $23,406-80.2% | $10,011-53.8% | - |