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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $2,345,132 | $790,546+196.6% | $189,557+1137.2% | - |
| Participation rate | 0.0% | 72.6%-72.6pp | 78.4%-78.4pp | - |
| Annual return | 9.09% | 9.34%-0.2pp | 64.17%-55.1pp | - |
| Employer contribution / active EE | $0 | $1,543-100.0% | $4,412-100.0% | - |
| Participant deferral / active EE | $0 | $3,970-100.0% | $6,174-100.0% | - |
| Admin fee / account holder | $100,384 | $40,931+145.2% | $9,807+923.6% | - |