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 | $47,300 | $86,699-45.4% | $73,307-35.5% | $125,391-62.3% |
| Participation rate | 89.5% | 78.6%+10.9pp | 74.9%+14.6pp | 83.2%+6.3pp |
| Annual return | -0.60% | 2.78%-3.4pp | 5.67%-6.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,034 | $7,771-48.1% | $5,637-28.4% | $9,540-57.7% |