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 | $224,296 | $265,195-15.4% | $422,209-46.9% | $287,075-21.9% |
| Participation rate | 93.8% | 49.8%+44.0pp | 23.3%+70.4pp | 55.8%+37.9pp |
| Annual return | 11.81% | 13.43%-1.6pp | 12.68%-0.9pp | 24.42%-12.6pp |
| Employer contribution / active EE | $15,625 | $48,120-67.5% | $41,588-62.4% | $41,338-62.2% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $64 | $2,528-97.5% | $10,609-99.4% | $22,079-99.7% |