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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,696 | $90,600-4.3% | $79,464+9.1% | $135,375-36.0% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -13.43% | 977.43%-990.9pp | 718.14%-731.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,834 | $3,068-40.2% | $2,800-34.5% | $4,779-61.6% |
| Participant deferral / active EE | $2,103 | $4,050-48.1% | $3,704-43.2% | $5,609-62.5% |
| Admin fee / account holder | $16,989 | $5,907+187.6% | $5,113+232.3% | $10,827+56.9% |