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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26 | $176,811-100.0% | $146,958-100.0% | - |
| Participation rate | 0.0% | 76.9%-76.9pp | 82.2%-82.2pp | - |
| Annual return | 17.45% | 11.56%+5.9pp | 418.34%-400.9pp | - |
| Employer contribution / active EE | $0 | $3,294-100.0% | $4,933-100.0% | - |
| Participant deferral / active EE | $0 | $6,900-100.0% | $8,070-100.0% | - |
| Admin fee / account holder | $632,976 | $27,451+2205.8% | $12,998+4769.8% | - |