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.)
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 | $491,792 | $176,947+177.9% | $95,585+414.5% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 72.1%-72.1pp | - |
| Annual return | 14.08% | 15.13%-1.1pp | 38.56%-24.5pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,527-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $4,023-100.0% | - |
| Admin fee / account holder | $17,859 | $22,209-19.6% | $6,127+191.5% | - |