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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,330 | $185,887-26.7% | $179,823-24.2% | $338,187-59.7% |
| Participation rate | 55.6% | 61.6%-6.1pp | 42.1%+13.4pp | 44.0%+11.6pp |
| Annual return | 10.54% | 173.40%-162.9pp | 148.21%-137.7pp | 13.05%-2.5pp |
| Employer contribution / active EE | $0 | $30,752-100.0% | $26,792-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $49-100.0% |
| Admin fee / account holder | $970 | $1,660-41.6% | $1,660-41.6% | $30,864-96.9% |