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 6-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 | $3,216 | $54,705-94.1% | $71,209-95.5% | $84,808-96.2% |
| Participation rate | 79.6% | 64.1%+15.5pp | 73.8%+5.8pp | 68.3%+11.3pp |
| Annual return | 14.48% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $661 | $4,863-86.4% | $5,349-87.7% | $7,344-91.0% |