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 | $58,550 | $96,635-39.4% | $86,612-32.4% | $139,434-58.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.95% | 106.41%-93.5pp | 591.07%-578.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,935 | $3,263-40.7% | $3,022-36.0% | $4,751-59.3% |
| Participant deferral / active EE | $9,000 | $4,836+86.1% | $4,438+102.8% | $6,710+34.1% |
| Admin fee / account holder | $510 | $6,408-92.0% | $5,614-90.9% | $11,403-95.5% |