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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,463 | $58,4630% | $133,543,011-100.0% | $317,036-81.6% |
| Participation rate | 100.0% | 1.8%+98.2pp | 8.0%+92.0pp | 13.0%+87.0pp |
| Annual return | 14.38% | 12.80%+1.6pp | 29.77%-15.4pp | 13.59%+0.8pp |
| Employer contribution / active EE | $7,474 | $11,862-37.0% | $33,607-77.8% | $14,592-48.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $325 | $3250% | $835,310-100.0% | $29,657-98.9% |