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 | $79,823 | $171,164-53.4% | $127,761-37.5% | $152,861-47.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 20.50% | 23.54%-3.0pp | 26.14%-5.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $8,703 | $5,447+59.8% | $4,574+90.3% | $4,762+82.7% |
| Participant deferral / active EE | $16,231 | $7,038+130.6% | $6,021+169.6% | $5,850+177.4% |
| Admin fee / account holder | $29,827 | $14,530+105.3% | $9,395+217.5% | $11,596+157.2% |