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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,777 | $201,159-43.4% | $181,048-37.2% | $417,905-72.8% |
| Participation rate | 100.0% | 36.5%+63.5pp | 22.4%+77.6pp | 39.2%+60.8pp |
| Annual return | 5.64% | 9.29%-3.7pp | 9.65%-4.0pp | 13.91%-8.3pp |
| Employer contribution / active EE | $43,008 | $32,463+32.5% | $26,259+63.8% | $35,282+21.9% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $510 | $856-40.4% | $749-31.9% | $41,846-98.8% |