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 | $22,631 | $58,879-61.6% | $178,490-87.3% | $73,488-69.2% |
| Participation rate | 32.2% | 66.2%-34.0pp | 81.9%-49.7pp | 70.7%-38.5pp |
| Annual return | 12.97% | 24.86%-11.9pp | 151.07%-138.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,351 | $2,236-39.6% | $5,011-73.0% | $2,270-40.5% |
| Participant deferral / active EE | $1,310 | $2,567-49.0% | $5,202-74.8% | $3,740-65.0% |
| Admin fee / account holder | $3,536 | $400+783.4% | $13,984-74.7% | $513+589.3% |