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 | $63,506 | $103,376-38.6% | $87,100-27.1% | $152,861-58.5% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.9%-32.4pp | 82.4%-38.0pp |
| Annual return | 1.64% | 28.10%-26.5pp | 28.19%-26.6pp | 345.32%-343.7pp |
| Employer contribution / active EE | $1,176 | $3,220-63.5% | $2,521-53.4% | $4,762-75.3% |
| Participant deferral / active EE | $1,309 | $4,778-72.6% | $4,049-67.7% | $5,850-77.6% |
| Admin fee / account holder | $640 | $12,205-94.8% | $7,497-91.5% | $11,596-94.5% |