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 | $26,175 | $114,381-77.1% | $107,525-75.7% | $142,382-81.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.82% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,029 | $4,015-74.4% | $3,754-72.6% | $4,299-76.1% |
| Participant deferral / active EE | $7,769 | $5,564+39.6% | $5,116+51.9% | $6,507+19.4% |
| Admin fee / account holder | $4,999 | $9,860-49.3% | $8,919-44.0% | $12,624-60.4% |