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 3-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $408,710 | $803,298-49.1% | $803,298-49.1% | $417,905-2.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 56.4%+43.6pp | 39.2%+60.8pp |
| Annual return | 4.08% | 10.27%-6.2pp | 10.48%-6.4pp | 13.91%-9.8pp |
| Employer contribution / active EE | $130,745 | $38,044+243.7% | $34,979+273.8% | $35,282+270.6% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $1,571 | $3,829-59.0% | $3,829-59.0% | $41,846-96.2% |