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 | $224,782 | $214,378+4.9% | $200,582+12.1% | $142,382+57.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 23.77% | 46.41%-22.6pp | 42.33%-18.6pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,032 | $6,841-70.3% | $6,419-68.3% | $4,299-52.7% |
| Participant deferral / active EE | $8,822 | $9,865-10.6% | $9,331-5.5% | $6,507+35.6% |
| Admin fee / account holder | $16,475 | $17,692-6.9% | $16,305+1.0% | $12,624+30.5% |