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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $972,302 | $398,892+143.8% | $398,892+143.8% | $287,075+238.7% |
| Participation rate | 50.0% | 64.6%-14.6pp | 54.1%-4.1pp | 55.8%-5.8pp |
| Annual return | 16.50% | 8.32%+8.2pp | 8.55%+7.9pp | 24.42%-7.9pp |
| Employer contribution / active EE | $67,707 | $40,973+65.2% | $37,109+82.5% | $41,338+63.8% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $7,166 | $77,551-90.8% | $77,551-90.8% | $22,079-67.5% |