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 8-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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $683,046 | $344,948+98.0% | $334,201+104.4% | $338,187+102.0% |
| Participation rate | 57.1% | 51.8%+5.3pp | 43.9%+13.2pp | 44.0%+13.2pp |
| Annual return | 9.39% | 10.03%-0.6pp | 9.84%-0.4pp | 13.05%-3.7pp |
| Employer contribution / active EE | $33,544 | $31,905+5.1% | $30,320+10.6% | $37,639-10.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $19,378 | $59,591-67.5% | $53,213-63.6% | $30,864-37.2% |