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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,619 | $209,411+60.3% | $178,490+88.0% | $158,922+111.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.41% | 188.75%-188.3pp | 151.07%-150.7pp | 302.83%-302.4pp |
| Employer contribution / active EE | $3,719 | $5,706-34.8% | $5,011-25.8% | $4,761-21.9% |
| Participant deferral / active EE | $17,333 | $5,954+191.1% | $5,202+233.2% | $5,982+189.8% |
| Admin fee / account holder | $4,605 | $17,074-73.0% | $13,984-67.1% | $11,246-59.1% |