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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $648,182 | $315,650+105.3% | $308,621+110.0% | $338,187+91.7% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 44.0%+56.0pp |
| Annual return | 7.83% | 8.12%-0.3pp | 8.06%-0.2pp | 13.05%-5.2pp |
| Employer contribution / active EE | $26,798 | $44,127-39.3% | $42,627-37.1% | $37,639-28.8% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $2,055 | $9,132-77.5% | $8,774-76.6% | $30,864-93.3% |