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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,187 | $827,797-99.1% | $788,447-99.1% | $350,408-97.9% |
| Participation rate | 50.0% | 45.1%+4.9pp | 21.4%+28.6pp | 44.4%+5.6pp |
| Annual return | 0.17% | -4.32%+4.5pp | -3.21%+3.4pp | -14.65%+14.8pp |
| Employer contribution / active EE | $4,688 | $53,375-91.2% | $46,019-89.8% | $46,320-89.9% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $11,475 | $50,219-77.2% | $46,258-75.2% | $14,631-21.6% |