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 | $41,618 | $95,266-56.3% | $82,389-49.5% | $142,382-70.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.47% | 25.74%-13.3pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $9,429 | $2,991+215.2% | $2,517+274.6% | $4,299+119.3% |
| Participant deferral / active EE | $4,251 | $4,809-11.6% | $4,155+2.3% | $6,507-34.7% |
| Admin fee / account holder | $5,562 | $8,563-35.1% | $7,231-23.1% | $12,624-55.9% |