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 | $90,465 | $133,958-32.5% | $112,228-19.4% | $134,475-32.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.62% | 47.11%-61.7pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,122 | $4,038-72.2% | $3,635-69.1% | $4,740-76.3% |
| Participant deferral / active EE | $10,000 | $5,291+89.0% | $4,728+111.5% | $6,400+56.3% |
| Admin fee / account holder | $56,108 | $7,489+649.2% | $6,410+775.3% | $11,426+391.1% |