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.
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 | $418,861 | $84,414+396.2% | $164,813+154.1% | - |
| Participation rate | 0.0% | 69.4%-69.4pp | 78.6%-78.6pp | - |
| Annual return | 4.10% | 13.94%-9.8pp | 69.93%-65.8pp | - |
| Employer contribution / active EE | $0 | $2,400-100.0% | $4,341-100.0% | - |
| Participant deferral / active EE | $0 | $4,277-100.0% | $6,031-100.0% | - |
| Admin fee / account holder | $18,437 | $4,429+316.3% | $12,690+45.3% | - |