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 | $9,288 | $319,986-97.1% | $454,052-98.0% | $286,844-96.8% |
| Participation rate | 81.8% | 35.8%+46.0pp | 18.4%+63.4pp | 37.6%+44.2pp |
| Annual return | 0.00% | 7.48%-7.5pp | 8.95%-8.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $82,588 | $54,901+50.4% | $46,559+77.4% | $43,742+88.8% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $81,667 | $24,500+233.3% | $19,831+311.8% | $12,596+548.3% |