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 9-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 | $430,649 | $282,493+52.4% | $182,532+135.9% | - |
| Participation rate | 0.0% | 61.6%-61.6pp | 78.0%-78.0pp | - |
| Annual return | 1.01% | 11.66%-10.7pp | 148.54%-147.5pp | - |
| Employer contribution / active EE | $0 | $3,086-100.0% | $4,076-100.0% | - |
| Participant deferral / active EE | $0 | $2,811-100.0% | $5,524-100.0% | - |
| Admin fee / account holder | $23,100 | $13,338+73.2% | $8,592+168.9% | - |