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.
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.
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 | $125,499 | $377,855-66.8% | $375,279-66.6% | $286,844-56.2% |
| Participation rate | 100.0% | 38.5%+61.5pp | 36.7%+63.3pp | 37.6%+62.4pp |
| Annual return | 4.05% | 9.94%-5.9pp | 9.78%-5.7pp | 9.30%-5.3pp |
| Employer contribution / active EE | $50,368 | $49,417+1.9% | $46,882+7.4% | $43,742+15.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $784 | $4,392-82.1% | $5,665-86.2% | $12,596-93.8% |