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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $110,899 | $845,484-86.9% | $177,989-37.7% | - |
| Participation rate | 0.0% | 64.0%-64.0pp | 77.1%-77.1pp | - |
| Annual return | 8.35% | 8.37%0pp | 294.48%-286.1pp | - |
| Employer contribution / active EE | $0 | $2,463-100.0% | $3,949-100.0% | - |
| Participant deferral / active EE | $0 | $5,196-100.0% | $6,276-100.0% | - |
| Admin fee / account holder | $28,000 | $34,598-19.1% | $10,363+170.2% | - |