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.
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 | $160,149 | $250,469-36.1% | $220,551-27.4% | $286,844-44.2% |
| Participation rate | 100.0% | 24.3%+75.7pp | 8.7%+91.3pp | 37.6%+62.4pp |
| Annual return | 8.70% | 4.93%+3.8pp | 7.32%+1.4pp | 9.30%-0.6pp |
| Employer contribution / active EE | $15,759 | $32,616-51.7% | $23,426-32.7% | $43,742-64.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $272 | $11,153-97.6% | $9,522-97.1% | $12,596-97.8% |