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 | $62,529 | $89,087-29.8% | $80,293-22.1% | $287,075-78.2% |
| Participation rate | 75.0% | 10.9%+64.1pp | 5.6%+69.4pp | 55.8%+19.2pp |
| Annual return | 13.64% | 16.55%-2.9pp | 15.31%-1.7pp | 24.42%-10.8pp |
| Employer contribution / active EE | $24,855 | $42,466-41.5% | $28,686-13.4% | $41,338-39.9% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $385 | $411-6.3% | $456-15.7% | $22,079-98.3% |