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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $185,311 | $112,881+64.2% | $90,951+103.7% | $158,922+16.6% |
| Participation rate | 12.5% | 74.7%-62.2pp | 69.0%-56.5pp | 82.0%-69.5pp |
| Annual return | -58.93% | 215.79%-274.7pp | 134.60%-193.5pp | 302.83%-361.8pp |
| Employer contribution / active EE | $675 | $2,893-76.7% | $2,122-68.2% | $4,761-85.8% |
| Participant deferral / active EE | $836 | $4,128-79.8% | $3,373-75.2% | $5,982-86.0% |
| Admin fee / account holder | $4,763 | $8,041-40.8% | $5,959-20.1% | $11,246-57.6% |