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 8-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.
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 | $3,891,000 | $214,378+1715.0% | $200,582+1839.9% | $142,382+2632.8% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 28.46% | 46.41%-17.9pp | 42.33%-13.9pp | 217.08%-188.6pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $189,174 | $17,692+969.3% | $16,305+1060.3% | $12,624+1398.6% |