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.
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 | $401,147 | $127,065+215.7% | $113,168+254.5% | $142,382+181.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.01% | 24.03%-14.0pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $31,819 | $3,442+824.4% | $2,975+969.5% | $4,299+640.1% |
| Participant deferral / active EE | $46,840 | $5,716+719.4% | $5,107+817.2% | $6,507+619.8% |
| Admin fee / account holder | $282,921 | $15,736+1697.9% | $12,068+2244.4% | $12,624+2141.2% |