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 3-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 | $15,136 | $111,754-86.5% | $103,333-85.4% | $145,922-89.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.54% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $6,212 | $4,212+47.5% | $3,868+60.6% | $4,660+33.3% |
| Participant deferral / active EE | $30,817 | $5,619+448.5% | $5,057+509.3% | $6,688+360.8% |
| Admin fee / account holder | $675 | $9,750-93.1% | $8,355-91.9% | $13,397-95.0% |