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 | $42,899 | $95,266-55.0% | $82,389-47.9% | $142,382-69.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.12% | 25.74%-12.6pp | 28.67%-15.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $11,412 | $2,991+281.5% | $2,517+353.4% | $4,299+165.4% |
| Participant deferral / active EE | $31,309 | $4,809+551.1% | $4,155+653.6% | $6,507+381.1% |
| Admin fee / account holder | $18,645 | $8,563+117.7% | $7,231+157.9% | $12,624+47.7% |