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 | $151,027 | $161,673-6.6% | $161,673-6.6% | $254,510-40.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 41.7%+58.3pp | 43.0%+57.0pp |
| Annual return | 20.87% | 9.27%+11.6pp | 9.65%+11.2pp | 259.13%-238.3pp |
| Employer contribution / active EE | $0 | $32,307-100.0% | $27,458-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $1,728 | $23,561-92.7% | $23,561-92.7% | $21,546-92.0% |