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 | $176,572 | $99,032+78.3% | $80,019+120.7% | $135,375+30.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.05% | 15.39%-19.4pp | 11.22%-15.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $14,441 | $3,043+374.5% | $2,468+485.1% | $4,779+202.2% |
| Participant deferral / active EE | $58,759 | $4,282+1272.2% | $3,686+1494.3% | $5,609+947.6% |
| Admin fee / account holder | $68,014 | $10,436+551.7% | $6,521+943.0% | $10,827+528.2% |