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 | $197,906 | $344,948-42.6% | $334,201-40.8% | $338,187-41.5% |
| Participation rate | 100.0% | 51.8%+48.2pp | 43.9%+56.1pp | 44.0%+56.0pp |
| Annual return | 35.55% | 10.03%+25.5pp | 9.84%+25.7pp | 13.05%+22.5pp |
| Employer contribution / active EE | $37,500 | $31,905+17.5% | $30,320+23.7% | $37,639-0.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |