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 | $402,675 | $104,974+283.6% | $95,585+321.3% | $142,382+182.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.60% | 210.33%-195.7pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $24,063 | $2,779+766.0% | $2,527+852.4% | $4,299+459.7% |
| Participant deferral / active EE | $31,000 | $4,352+612.3% | $4,023+670.6% | $6,507+376.4% |
| Admin fee / account holder | $39,721 | $6,386+522.0% | $6,127+548.3% | $12,624+214.7% |