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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,553 | $209,411-67.3% | $178,490-61.6% | $158,922-56.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.36% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $86 | $5,706-98.5% | $5,011-98.3% | $4,761-98.2% |
| Participant deferral / active EE | $2,560 | $5,954-57.0% | $5,202-50.8% | $5,982-57.2% |
| Admin fee / account holder | $15,688 | $17,074-8.1% | $13,984+12.2% | $11,246+39.5% |