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 | $19,295 | $85,202-77.4% | $172,739-88.8% | $72,985-73.6% |
| Participation rate | 38.4% | 70.1%-31.7pp | 82.6%-44.3pp | 69.5%-31.1pp |
| Annual return | 22.29% | 27.32%-5.0pp | 802.84%-780.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,766 | $3,324-46.9% | $5,143-65.7% | $2,440-27.6% |
| Participant deferral / active EE | $1,946 | $3,260-40.3% | $5,198-62.6% | $3,607-46.0% |
| Admin fee / account holder | $2,629 | $5,884-55.3% | $13,954-81.2% | $5,124-48.7% |