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 6-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 | $24,982 | $99,919-75.0% | - | $158,922-84.3% |
| Participation rate | 60.0% | 71.6%-11.6pp | - | 82.0%-22.0pp |
| Annual return | 10.29% | 35.31%-25.0pp | - | 302.83%-292.5pp |
| Employer contribution / active EE | $5,536 | $3,686+50.2% | - | $4,761+16.3% |
| Participant deferral / active EE | $10,904 | $4,771+128.5% | - | $5,982+82.3% |
| Admin fee / account holder | $20,047 | $2,820+610.9% | - | $11,246+78.3% |