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 9-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 | $70,013 | $167,484-58.2% | $151,611-53.8% | $134,475-47.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.71% | 7.80%-16.5pp | 3.33%-12.0pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,660 | $6,829-17.1% | $6,166-8.2% | $4,740+19.4% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,400+321.9% |
| Admin fee / account holder | $316,872 | $13,783+2199.0% | $11,616+2627.9% | $11,426+2673.3% |