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 | $24,682 | $69,207-64.3% | $64,056-61.5% | $139,434-82.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 10.30% | 45.88%-35.6pp | 33.69%-23.4pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,886 | $3,182-40.7% | $2,747-31.3% | $4,751-60.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,121 | $4,244-73.6% | $3,068-63.4% | $11,403-90.2% |