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 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,073,161 | $628,955+70.6% | $628,955+70.6% | $338,187+217.3% |
| Participation rate | 0.0% | 48.6%-48.6pp | 41.9%-41.9pp | 44.0%-44.0pp |
| Annual return | 3.84% | 8.13%-4.3pp | 8.15%-4.3pp | 13.05%-9.2pp |
| Employer contribution / active EE | $147,672 | $43,711+237.8% | $42,534+247.2% | $37,639+292.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $72,075 | $12,760+464.9% | $12,760+464.9% | $30,864+133.5% |