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 5-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.
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.)
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 | $198,851 | $377,855-47.4% | $375,279-47.0% | $286,844-30.7% |
| Participation rate | 75.0% | 38.5%+36.5pp | 36.7%+38.3pp | 37.6%+37.4pp |
| Annual return | 5.02% | 9.94%-4.9pp | 9.78%-4.8pp | 9.30%-4.3pp |
| Employer contribution / active EE | $25,000 | $49,417-49.4% | $46,882-46.7% | $43,742-42.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $8,083 | $4,392+84.1% | $5,665+42.7% | $12,596-35.8% |