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 | $57,121 | $92,703-38.4% | $82,719-30.9% | $134,475-57.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.67% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,192 | $3,274-2.5% | $3,009+6.1% | $4,740-32.7% |
| Participant deferral / active EE | $5,666 | $4,802+18.0% | $4,395+28.9% | $6,400-11.5% |
| Admin fee / account holder | $532 | $5,983-91.1% | $5,329-90.0% | $11,426-95.3% |