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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $565,144 | $440,923+28.2% | $440,923+28.2% | $417,905+35.2% |
| Participation rate | 100.0% | 57.1%+42.9pp | 40.0%+60.0pp | 39.2%+60.8pp |
| Annual return | 8.71% | 7.79%+0.9pp | 8.94%-0.2pp | 13.91%-5.2pp |
| Employer contribution / active EE | $21,500 | $39,379-45.4% | $36,999-41.9% | $35,282-39.1% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $94-100.0% |
| Admin fee / account holder | $4,849 | $2,072+134.0% | $2,072+134.0% | $41,846-88.4% |