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.
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 | $41,296 | $77,503-46.7% | $100,391-58.9% | $80,856-48.9% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 67.6%-67.6pp |
| Annual return | 19.24% | 37.20%-18.0pp | 49.20%-30.0pp | 35.59%-16.4pp |
| Employer contribution / active EE | $5,087 | $2,801+81.6% | $3,942+29.0% | $2,755+84.6% |
| Participant deferral / active EE | $8,970 | $6,820+31.5% | $8,082+11.0% | $4,296+108.8% |
| Admin fee / account holder | $29,832 | $5,897+405.9% | $7,899+277.7% | $6,918+331.2% |