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 5-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,220 | $263,172-91.9% | $220,504-90.4% | $350,408-93.9% |
| Participation rate | 100.0% | 57.1%+42.9pp | 35.7%+64.3pp | 44.4%+55.6pp |
| Annual return | -103.25% | -8.66%-94.6pp | -9.09%-94.2pp | -14.65%-88.6pp |
| Employer contribution / active EE | $43,333 | $39,282+10.3% | $36,696+18.1% | $46,320-6.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $63-100.0% | $60-100.0% |
| Admin fee / account holder | $9,377 | $7,049+33.0% | $4,802+95.3% | $14,631-35.9% |