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 4-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 | $40,031 | $33,081+21.0% | $53,690-25.4% | $350,408-88.6% |
| Participation rate | 100.0% | 25.0%+75.0pp | 8.6%+91.4pp | 44.4%+55.6pp |
| Annual return | -13.61% | 0.10%-13.7pp | -4.80%-8.8pp | -14.65%+1.0pp |
| Employer contribution / active EE | $14,731 | $45,650-67.7% | $30,897-52.3% | $46,320-68.2% |
| Participant deferral / active EE | $6,203 | $30+20754.6% | $64+9600.6% | $60+10254.2% |
| Admin fee / account holder | $2,511 | $51,060-95.1% | $40,849-93.9% | $14,631-82.8% |