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 | $125,690 | $125,6900% | $182,032-31.0% | $282,865-55.6% |
| Participation rate | 100.0% | 3.2%+96.8pp | 13.4%+86.6pp | 12.4%+87.6pp |
| Annual return | 12.22% | 8.82%+3.4pp | 7.70%+4.5pp | 9.89%+2.3pp |
| Employer contribution / active EE | $9,167 | $12,837-28.6% | $28,478-67.8% | $14,313-36.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $265 | $2650% | $51,246-99.5% | $9,084-97.1% |