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 | $47,631 | $129,942-63.3% | $104,294-54.3% | $134,475-64.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.20% | 42.03%-51.2pp | 24.61%-33.8pp | 417.96%-427.2pp |
| Employer contribution / active EE | $11,083 | $4,184+164.9% | $3,372+228.7% | $4,740+133.8% |
| Participant deferral / active EE | $17,468 | $5,588+212.6% | $4,625+277.7% | $6,400+172.9% |
| Admin fee / account holder | $6,915 | $9,323-25.8% | $7,339-5.8% | $11,426-39.5% |