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 | $309,221 | $85,202+262.9% | $172,739+79.0% | $72,985+323.7% |
| Participation rate | 98.5% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.0pp |
| Annual return | 19.05% | 27.32%-8.3pp | 802.84%-783.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,379 | $5,884-42.6% | $13,954-75.8% | $5,124-34.1% |