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.
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 | $14,823 | $14,8230% | $220,551-93.3% | $95,044-84.4% |
| Participation rate | 100.0% | 2.5%+97.5pp | 8.7%+91.3pp | 8.4%+91.6pp |
| Annual return | 4.14% | 11.70%-7.6pp | 7.32%-3.2pp | 18.34%-14.2pp |
| Employer contribution / active EE | $2,423 | $9,106-73.4% | $23,426-89.7% | $14,665-83.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $205 | $2050% | $9,522-97.8% | $9,141-97.8% |