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 | $735,082 | $110,809+563.4% | $86,874+746.1% | $167,490+338.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.49% | 116.98%-103.5pp | 63.52%-50.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,857 | $3,244-11.9% | $2,495+14.5% | $4,837-40.9% |
| Participant deferral / active EE | $6,365 | $4,546+40.0% | $3,699+72.1% | $6,341+0.4% |
| Admin fee / account holder | $335,322 | $8,415+3885.0% | $5,828+5653.6% | $12,309+2624.2% |