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 | $67,646 | $99,918-32.3% | $81,382-16.9% | $145,922-53.6% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 17.59% | 34.32%-16.7pp | 24.73%-7.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $95,975 | $8,212+1068.7% | $5,768+1563.8% | $13,397+616.4% |