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 | $20,568 | $97,044-78.8% | $83,333-75.3% | $135,375-84.8% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -6.40% | 12.31%-18.7pp | 10.63%-17.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,778 | $4,143-8.8% | $3,379+11.8% | $4,779-20.9% |
| Participant deferral / active EE | $4,166 | $5,964-30.2% | $5,565-25.1% | $5,609-25.7% |
| Admin fee / account holder | $4,749 | $8,380-43.3% | $7,510-36.8% | $10,827-56.1% |