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 | $51,893 | $113,339-54.2% | $94,993-45.4% | $147,584-64.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.77% | 20.77%-3.0pp | 27.12%-9.3pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,050 | $3,160-66.8% | $2,603-59.7% | $4,876-78.5% |
| Participant deferral / active EE | $15,650 | $3,777+314.3% | $3,317+371.8% | $5,439+187.8% |
| Admin fee / account holder | $382 | $6,063-93.7% | $4,960-92.3% | $10,885-96.5% |