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 7-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 | $24,898 | $82,286-69.7% | $68,791-63.8% | $134,475-81.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -6.19% | -2.19%-4.0pp | -6.38%+0.2pp | 417.96%-424.2pp |
| Employer contribution / active EE | $4,255 | $3,301+28.9% | $2,655+60.3% | $4,740-10.2% |
| Participant deferral / active EE | $28,429 | $4,739+500.0% | $3,941+621.3% | $6,400+344.2% |
| Admin fee / account holder | $4,342 | $6,481-33.0% | $4,932-12.0% | $11,426-62.0% |