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 6-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 | $7,394 | $115,708-93.6% | $65,255-88.7% | $139,434-94.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 30.43% | 31.19%-0.8pp | 47.35%-16.9pp | 372.94%-342.5pp |
| Employer contribution / active EE | $7,850 | $2,599+202.0% | $1,691+364.1% | $4,751+65.2% |
| Participant deferral / active EE | $11,039 | $4,240+160.4% | $2,831+289.9% | $6,710+64.5% |
| Admin fee / account holder | $794 | $6,698-88.2% | $4,112-80.7% | $11,403-93.0% |