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 | $2,101 | $76,738-97.3% | $56,411-96.3% | $145,922-98.6% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 11.05% | 2994.23%-2983.2pp | 1701.33%-1690.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,840 | $1,380+33.4% | $1,039+77.2% | $4,660-60.5% |
| Participant deferral / active EE | $3,239 | $2,623+23.5% | $1,952+65.9% | $6,688-51.6% |
| Admin fee / account holder | $377 | $3,334-88.7% | $2,829-86.7% | $13,397-97.2% |