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 8-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 | $1,351,693 | $333,627+305.2% | $205,371+558.2% | $417,905+223.4% |
| Participation rate | 100.0% | 49.0%+51.0pp | 53.4%+46.6pp | 39.2%+60.8pp |
| Annual return | 25.37% | 5.45%+19.9pp | 6.25%+19.1pp | 13.91%+11.5pp |
| Employer contribution / active EE | $0 | $34,450-100.0% | $26,962-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $517-100.0% | $94-100.0% |
| Admin fee / account holder | $8,151 | $19,108-57.3% | $13,227-38.4% | $41,846-80.5% |