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.
Employer 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 | $25,230 | $218,893-88.5% | $436,953-94.2% | $233,076-89.2% |
| Participation rate | 93.3% | 49.9%+43.4pp | 44.2%+49.2pp | 46.4%+47.0pp |
| Annual return | -6.34% | -114.97%+108.6pp | -102.03%+95.7pp | -82.66%+76.3pp |
| Employer contribution / active EE | $6,674 | $39,358-83.0% | $36,229-81.6% | $43,769-84.8% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $918 | $11,759-92.2% | $12,721-92.8% | $11,204-91.8% |