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.
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 | $152,896 | $206,041-25.8% | $201,416-24.1% | $338,187-54.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 44.0%+56.0pp |
| Annual return | 5.47% | 7.45%-2.0pp | 8.09%-2.6pp | 13.05%-7.6pp |
| Employer contribution / active EE | $3,397 | $34,795-90.2% | $28,732-88.2% | $37,639-91.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $1,543 | $63,103-97.6% | $60,136-97.4% | $30,864-95.0% |