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 4-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 | $90,620 | $181,263-50.0% | $181,263-50.0% | $417,905-78.3% |
| Participation rate | 100.0% | 66.1%+33.9pp | 52.9%+47.1pp | 39.2%+60.8pp |
| Annual return | 9.20% | 12.30%-3.1pp | 12.57%-3.4pp | 13.91%-4.7pp |
| Employer contribution / active EE | $9,833 | $26,565-63.0% | $23,666-58.5% | $35,282-72.1% |
| Participant deferral / active EE | $0 | $14-100.0% | $13-100.0% | $94-100.0% |
| Admin fee / account holder | $188 | $187,584-99.9% | $187,584-99.9% | $41,846-99.5% |