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.
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 | $333,578 | $124,814+167.3% | $124,814+167.3% | $338,187-1.4% |
| Participation rate | 100.0% | 44.4%+55.6pp | 22.2%+77.8pp | 44.0%+56.0pp |
| Annual return | 11.44% | 8.43%+3.0pp | 10.54%+0.9pp | 13.05%-1.6pp |
| Employer contribution / active EE | $13,333 | $31,386-57.5% | $26,782-50.2% | $37,639-64.6% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $30,864-100.0% |