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.
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 | $48,568 | $274,636-82.3% | $247,190-80.4% | $254,510-80.9% |
| Participation rate | 90.5% | 19.5%+71.0pp | 15.2%+75.2pp | 43.0%+47.5pp |
| Annual return | 0.73% | 7.44%-6.7pp | 7.87%-7.1pp | 259.13%-258.4pp |
| Employer contribution / active EE | $4,023 | $36,953-89.1% | $31,768-87.3% | $41,469-90.3% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $4,022 | $288,252-98.6% | $240,514-98.3% | $21,546-81.3% |