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 | $40,017 | $203,436-80.3% | $152,466-73.8% | $167,490-76.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 9.32% | 13.80%-4.5pp | 757.33%-748.0pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,135 | $5,220-59.1% | $4,327-50.6% | $4,837-55.9% |
| Participant deferral / active EE | $6,419 | $6,716-4.4% | $5,820+10.3% | $6,341+1.2% |
| Admin fee / account holder | $20,088 | $22,506-10.7% | $15,805+27.1% | $12,309+63.2% |