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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,837 | $212,470-91.6% | $428,620-95.8% | $254,542-93.0% |
| Participation rate | 68.8% | 52.4%+16.4pp | 46.0%+22.7pp | 47.4%+21.4pp |
| Annual return | 13.81% | 21.43%-7.6pp | 20.73%-6.9pp | 12.16%+1.7pp |
| Employer contribution / active EE | $11,250 | $39,469-71.5% | $36,500-69.2% | $44,746-74.9% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $8,569 | $5,476+56.5% | $7,495+14.3% | $17,640-51.4% |