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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,400 | $240,976-57.5% | $202,277-49.4% | $286,844-64.3% |
| Participation rate | 100.0% | 29.4%+70.6pp | 30.0%+70.0pp | 37.6%+62.4pp |
| Annual return | 0.00% | 8.32%-8.3pp | 8.88%-8.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $102,400 | $47,428+115.9% | $42,607+140.3% | $43,742+134.1% |
| Participant deferral / active EE | $0 | $46-100.0% | $94-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,086-100.0% | $2,086-100.0% | $12,596-100.0% |