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 9-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $459,938 | $140,940+226.3% | $112,229+309.8% | $139,434+229.9% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | -13.88% | 32.71%-46.6pp | 30.20%-44.1pp | 372.94%-386.8pp |
| Employer contribution / active EE | $60,345 | $4,283+1308.9% | $3,430+1659.2% | $4,751+1170.2% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $36,015 | $9,954+261.8% | $7,748+364.8% | $11,403+215.9% |