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 5-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 | $248,360 | $297,529-16.5% | $246,525+0.7% | $357,791-30.6% |
| Participation rate | 0.0% | 86.5%-86.5pp | 82.0%-82.0pp | 85.6%-85.6pp |
| Annual return | 12.35% | -2.25%+14.6pp | 0.46%+11.9pp | 396.79%-384.4pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $31,621 | $16,212+95.1% | $16,551+91.1% | $28,387+11.4% |