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 9-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 | $755,294 | $803,298-6.0% | $803,298-6.0% | $417,905+80.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 56.4%+43.6pp | 39.2%+60.8pp |
| Annual return | 10.38% | 10.27%+0.1pp | 10.48%-0.1pp | 13.91%-3.5pp |
| Employer contribution / active EE | $26,337 | $38,044-30.8% | $34,979-24.7% | $35,282-25.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $3,829-100.0% | $3,829-100.0% | $41,846-100.0% |