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 4-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 | $145,418 | $227,811-36.2% | $157,677-7.8% | $338,187-57.0% |
| Participation rate | 100.0% | 30.0%+70.0pp | 28.6%+71.4pp | 44.0%+56.0pp |
| Annual return | 7.44% | 8.39%-1.0pp | 8.39%-1.0pp | 13.05%-5.6pp |
| Employer contribution / active EE | $37,500 | $45,860-18.2% | $41,487-9.6% | $37,639-0.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $49-100.0% |
| Admin fee / account holder | $958 | $479+100.0% | $3,303-71.0% | $30,864-96.9% |