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.
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 | $15,389 | $110,547-86.1% | $102,492-85.0% | $338,187-95.4% |
| Participation rate | 90.0% | 17.2%+72.8pp | 12.2%+77.8pp | 44.0%+46.0pp |
| Annual return | 4.03% | 3.51%+0.5pp | 5.17%-1.1pp | 13.05%-9.0pp |
| Employer contribution / active EE | $9,300 | $33,893-72.6% | $26,422-64.8% | $37,639-75.3% |
| Participant deferral / active EE | $500 | $43+1058.7% | $78+538.2% | $49+925.8% |
| Admin fee / account holder | $111,403 | $22,109+403.9% | $16,625+570.1% | $30,864+260.9% |