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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,159 | $10,263-1.0% | $1,550,518-99.3% | $10,263-1.0% |
| Participation rate | 100.0% | 98.8%+1.2pp | 71.4%+28.6pp | 98.8%+1.2pp |
| Annual return | 3.82% | 9.41%-5.6pp | 10.82%-7.0pp | 9.41%-5.6pp |
| Employer contribution / active EE | $0 | $16,120-100.0% | $39,184-100.0% | $16,120-100.0% |
| Participant deferral / active EE | $0 | $284-100.0% | $13,544-100.0% | $284-100.0% |
| Admin fee / account holder | $38,790 | $19,945+94.5% | $32,268+20.2% | $19,945+94.5% |