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 | $2,018,899 | $471,255+328.4% | $493,514+309.1% | $357,791+464.3% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 24.49% | -8.27%+32.8pp | -7.53%+32.0pp | 396.79%-372.3pp |
| Employer contribution / active EE | $0 | $7,367-100.0% | $6,745-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,572-100.0% | $3,576-100.0% | $5,521-100.0% |
| Admin fee / account holder | $64,820 | $29,116+122.6% | $31,190+107.8% | $28,387+128.3% |