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 7-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.)
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 | $97,133 | $124,281-21.8% | $109,143-11.0% | $167,490-42.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 75.17% | 26.04%+49.1pp | 25.75%+49.4pp | 478.56%-403.4pp |
| Employer contribution / active EE | $1,394 | $4,207-66.9% | $3,722-62.5% | $4,837-71.2% |
| Participant deferral / active EE | $1,452 | $5,255-72.4% | $4,653-68.8% | $6,341-77.1% |
| Admin fee / account holder | $27,563 | $7,970+245.8% | $6,752+308.2% | $12,309+123.9% |