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 7-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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,941 | $239,436-61.6% | $227,282-59.5% | $286,844-67.9% |
| Participation rate | 63.6% | 42.0%+21.7pp | 35.4%+28.3pp | 37.6%+26.0pp |
| Annual return | 0.02% | 10.53%-10.5pp | 10.75%-10.7pp | 9.30%-9.3pp |
| Employer contribution / active EE | $12,595 | $37,400-66.3% | $35,162-64.2% | $43,742-71.2% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $1,749 | $4,800-63.6% | $4,611-62.1% | $12,596-86.1% |