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 | $102,145 | $149,679-31.8% | $117,039-12.7% | $147,584-30.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.80% | 19.31%-9.5pp | 18.95%-9.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $66,667 | $4,937+1250.4% | $3,785+1661.5% | $4,876+1267.2% |
| Participant deferral / active EE | $23,011 | $4,912+368.5% | $3,929+485.6% | $5,439+323.1% |
| Admin fee / account holder | $30,082 | $7,856+282.9% | $5,974+403.6% | $10,885+176.4% |