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.
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 | $123,671 | $218,893-43.5% | $436,953-71.7% | $233,076-46.9% |
| Participation rate | 87.5% | 49.9%+37.6pp | 44.2%+43.3pp | 46.4%+41.1pp |
| Annual return | -3.28% | -114.97%+111.7pp | -102.03%+98.7pp | -82.66%+79.4pp |
| Employer contribution / active EE | $44,750 | $39,358+13.7% | $36,229+23.5% | $43,769+2.2% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $358 | $11,759-97.0% | $12,721-97.2% | $11,204-96.8% |