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 | $75,297 | $85,790-12.2% | $67,313+11.9% | $135,375-44.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.06% | -0.54%-4.5pp | -4.08%-1.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,184 | $3,487-66.1% | $2,566-53.9% | $4,779-75.2% |
| Participant deferral / active EE | $3,476 | $4,651-25.3% | $3,568-2.6% | $5,609-38.0% |
| Admin fee / account holder | $5,131 | $6,392-19.7% | $4,507+13.9% | $10,827-52.6% |