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 | $37,715 | $96,305-60.8% | $80,569-53.2% | $139,434-73.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.66% | 1350.08%-1335.4pp | 935.43%-920.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,028 | $3,262+146.1% | $2,723+194.8% | $4,751+69.0% |
| Participant deferral / active EE | $11,834 | $5,232+126.2% | $4,447+166.1% | $6,710+76.4% |
| Admin fee / account holder | $2,509 | $6,599-62.0% | $5,377-53.3% | $11,403-78.0% |