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 | $502,999 | $165,335+204.2% | $149,696+236.0% | $158,922+216.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.94% | 348.15%-340.2pp | 276.60%-268.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $13,059 | $5,103+155.9% | $4,644+181.2% | $4,761+174.3% |
| Participant deferral / active EE | $13,360 | $7,181+86.0% | $6,842+95.3% | $5,982+123.3% |
| Admin fee / account holder | $9,127 | $10,807-15.5% | $9,309-1.9% | $11,246-18.8% |