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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,835 | $505,629-37.7% | $505,629-37.7% | $417,905-24.7% |
| Participation rate | 100.0% | 42.2%+57.8pp | 39.0%+61.0pp | 39.2%+60.8pp |
| Annual return | 13.02% | 8.36%+4.7pp | 8.40%+4.6pp | 13.91%-0.9pp |
| Employer contribution / active EE | $145,000 | $40,567+257.4% | $39,312+268.8% | $35,282+311.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $38,466-100.0% | $38,466-100.0% | $41,846-100.0% |