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 10-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.)
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 | $17,948 | $181,069-90.1% | $179,713-90.0% | $254,542-92.9% |
| Participation rate | 100.0% | 43.8%+56.2pp | 31.2%+68.8pp | 47.4%+52.6pp |
| Annual return | 2.08% | 7.09%-5.0pp | 8.22%-6.1pp | 12.16%-10.1pp |
| Employer contribution / active EE | $4,428 | $53,926-91.8% | $46,636-90.5% | $44,746-90.1% |
| Participant deferral / active EE | $0 | $1,804-100.0% | $1,719-100.0% | $170-100.0% |
| Admin fee / account holder | $8,212 | $1,491+450.9% | $1,392+489.7% | $17,640-53.4% |