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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 6.37% | 7.00%-0.6pp | 4.95%+1.4pp | 8.23%-1.9pp |
| Employer contribution / active EE | $4,918 | $13,750-64.2% | $20,917-76.5% | $13,859-64.5% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |