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 | $276,479 | $107,452+157.3% | $91,541+202.0% | $142,382+94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.10% | 22.06%-7.0pp | 20.50%-5.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,537 | $2,994+118.3% | $2,505+161.0% | $4,299+52.1% |
| Participant deferral / active EE | $18,186 | $4,754+282.5% | $4,008+353.8% | $6,507+179.5% |
| Admin fee / account holder | $10,856 | $8,834+22.9% | $6,956+56.1% | $12,624-14.0% |