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 | $54,188 | $239,436-77.4% | $227,282-76.2% | $286,844-81.1% |
| Participation rate | 55.6% | 42.0%+13.6pp | 35.4%+20.2pp | 37.6%+18.0pp |
| Annual return | 14583.00% | 10.53%+14572.5pp | 10.75%+14572.3pp | 9.30%+14573.7pp |
| Employer contribution / active EE | $28,473 | $37,400-23.9% | $35,162-19.0% | $43,742-34.9% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $354 | $4,800-92.6% | $4,611-92.3% | $12,596-97.2% |