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 | $69,347 | $117,983-41.2% | $101,794-31.9% | $142,382-51.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.53% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,307 | $2,773+19.3% | $2,289+44.5% | $4,299-23.1% |
| Participant deferral / active EE | $7,173 | $4,714+52.2% | $4,084+75.6% | $6,507+10.2% |
| Admin fee / account holder | $1,015 | $10,433-90.3% | $8,777-88.4% | $12,624-92.0% |