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 | $44,428 | $97,881-54.6% | $80,004-44.5% | $125,391-64.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.28% | 9.36%-9.1pp | 7.63%-7.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,491 | $3,128-52.3% | $2,473-39.7% | $4,866-69.4% |
| Participant deferral / active EE | $2,904 | $3,744-22.5% | $3,204-9.4% | $5,352-45.7% |
| Admin fee / account holder | $1,790 | $6,278-71.5% | $5,033-64.4% | $9,540-81.2% |