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 3-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,168 | $202,986+124.7% | $202,986+124.7% | $237,064+92.4% |
| Participation rate | 100.0% | 41.2%+58.8pp | 26.9%+73.1pp | 45.6%+54.4pp |
| Annual return | 7.89% | 2.00%+5.9pp | 2.04%+5.9pp | 4.16%+3.7pp |
| Employer contribution / active EE | $110,000 | $70,498+56.0% | $57,418+91.6% | $42,916+156.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $123-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $255,353-100.0% | $255,353-100.0% | $21,465-100.0% |