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 | $62,675 | $150,818-58.4% | $153,485-59.2% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 77.1%-77.1pp | - |
| Annual return | 14.04% | 14.05%0pp | 15.65%-1.6pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $5,039-100.0% | - |
| Participant deferral / active EE | $0 | $4,233-100.0% | $6,757-100.0% | - |
| Admin fee / account holder | $32,406 | $25,214+28.5% | $12,724+154.7% | - |