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 | $295,650 | $70,756+317.8% | $65,493+351.4% | $142,382+107.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.23% | 1754.89%-1742.7pp | 982.45%-970.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $725 | $2,881-74.8% | $2,574-71.8% | $4,299-83.1% |
| Participant deferral / active EE | $2,410 | $4,637-48.0% | $3,961-39.2% | $6,507-63.0% |
| Admin fee / account holder | $146,658 | $6,559+2136.0% | $5,028+2816.7% | $12,624+1061.8% |