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 | $44,730 | $115,770-61.4% | $101,248-55.8% | $158,922-71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.49% | 56.14%-43.6pp | 46.47%-34.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $23,657 | $4,175+466.7% | $3,660+546.5% | $4,761+396.9% |
| Participant deferral / active EE | $1,728 | $4,957-65.1% | $4,370-60.5% | $5,982-71.1% |
| Admin fee / account holder | $3,336 | $7,245-54.0% | $5,945-43.9% | $11,246-70.3% |