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 | $277,026 | $138,347+100.2% | $184,203+50.4% | $80,856+242.6% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.6%+13.8pp |
| Annual return | 1.90% | 20.02%-18.1pp | 28.81%-26.9pp | 35.59%-33.7pp |
| Employer contribution / active EE | $2,533 | $4,850-47.8% | $6,427-60.6% | $2,755-8.0% |
| Participant deferral / active EE | $3,867 | $7,071-45.3% | $9,131-57.7% | $4,296-10.0% |
| Admin fee / account holder | $58,491 | $10,483+457.9% | $13,901+320.8% | $6,918+745.5% |