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 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.
Annual investment return 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 | $88,833 | $124,814-28.8% | $124,814-28.8% | $338,187-73.7% |
| Participation rate | 100.0% | 44.4%+55.6pp | 22.2%+77.8pp | 44.0%+56.0pp |
| Annual return | 0.23% | 8.43%-8.2pp | 10.54%-10.3pp | 13.05%-12.8pp |
| Employer contribution / active EE | $0 | $31,386-100.0% | $26,782-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $30,864-100.0% |