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 | $61,419 | $92,222-33.4% | $76,768-20.0% | $135,375-54.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -0.59% | 5.46%-6.1pp | 2.43%-3.0pp | 519.73%-520.3pp |
| Employer contribution / active EE | $4,835 | $3,216+50.3% | $2,485+94.6% | $4,779+1.2% |
| Participant deferral / active EE | $2,533 | $4,509-43.8% | $3,852-34.2% | $5,609-54.8% |
| Admin fee / account holder | $3,005 | $10,748-72.0% | $6,675-55.0% | $10,827-72.2% |