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 8-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 | $24,258 | $167,307-85.5% | $143,757-83.1% | $134,475-82.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.32% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,146 | $5,619-8.4% | $4,951+3.9% | $4,740+8.6% |
| Participant deferral / active EE | $20,500 | $6,446+218.0% | $5,637+263.7% | $6,400+220.3% |
| Admin fee / account holder | $328 | $18,088-98.2% | $14,673-97.8% | $11,426-97.1% |