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 8-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 | $29,513 | $107,452-72.5% | $91,541-67.8% | $142,382-79.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.03% | 22.06%-5.0pp | 20.50%-3.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,884 | $2,994+96.5% | $2,505+134.9% | $4,299+36.9% |
| Participant deferral / active EE | $6,221 | $4,754+30.9% | $4,008+55.2% | $6,507-4.4% |
| Admin fee / account holder | $2,344 | $8,834-73.5% | $6,956-66.3% | $12,624-81.4% |