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 | $50,469 | $284,260-82.2% | $284,260-82.2% | $417,905-87.9% |
| Participation rate | 100.0% | 22.7%+77.3pp | 15.3%+84.7pp | 39.2%+60.8pp |
| Annual return | 12.18% | 44.00%-31.8pp | 37.43%-25.2pp | 13.91%-1.7pp |
| Employer contribution / active EE | $6,274 | $42,786-85.3% | $38,058-83.5% | $35,282-82.2% |
| Participant deferral / active EE | $0 | $125-100.0% | $121-100.0% | $94-100.0% |
| Admin fee / account holder | $166 | $266,169-99.9% | $266,169-99.9% | $41,846-99.6% |