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 | $86,592 | $167,307-48.2% | $143,757-39.8% | $134,475-35.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -1.52% | 0.46%-2.0pp | -0.04%-1.5pp | 417.96%-419.5pp |
| Employer contribution / active EE | $19,346 | $5,619+244.3% | $4,951+290.7% | $4,740+308.2% |
| Participant deferral / active EE | $9,431 | $6,446+46.3% | $5,637+67.3% | $6,400+47.4% |
| Admin fee / account holder | $4,100 | $18,088-77.3% | $14,673-72.1% | $11,426-64.1% |