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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $347,178 | $201,272+72.5% | $184,203+88.5% | $145,922+137.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.73% | 29.00%-21.3pp | 28.81%-21.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $73,336 | $7,022+944.4% | $6,427+1041.1% | $4,660+1473.9% |
| Participant deferral / active EE | $40,520 | $9,806+313.2% | $9,131+343.7% | $6,688+505.9% |
| Admin fee / account holder | $44,719 | $16,364+173.3% | $13,901+221.7% | $13,397+233.8% |