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 | $48,888 | $81,632-40.1% | $70,449-30.6% | $158,922-69.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 60.85% | 208.40%-147.6pp | 109.03%-48.2pp | 302.83%-242.0pp |
| Employer contribution / active EE | $9,630 | $3,217+199.3% | $2,737+251.9% | $4,761+102.3% |
| Participant deferral / active EE | $8,483 | $4,554+86.3% | $3,709+128.7% | $5,982+41.8% |
| Admin fee / account holder | $1,119 | $6,193-81.9% | $3,845-70.9% | $11,246-90.0% |