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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,548 | $69,518-53.2% | $59,878-45.6% | $135,375-76.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | 8.07% | 7.94%+0.1pp | 3.46%+4.6pp | 519.73%-511.7pp |
| Employer contribution / active EE | $2,051 | $3,235-36.6% | $2,722-24.6% | $4,779-57.1% |
| Participant deferral / active EE | $2,051 | $4,206-51.2% | $3,402-39.7% | $5,609-63.4% |
| Admin fee / account holder | $28,767 | $5,734+401.6% | $3,590+701.2% | $10,827+165.7% |