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 3-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.
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 | $79,278 | $136,833-42.1% | $105,290-24.7% | $417,905-81.0% |
| Participation rate | 100.0% | 11.1%+88.9pp | 12.3%+87.8pp | 39.2%+60.8pp |
| Annual return | 2.80% | 66.62%-63.8pp | 52.39%-49.6pp | 13.91%-11.1pp |
| Employer contribution / active EE | $27,114 | $26,943+0.6% | $23,486+15.4% | $35,282-23.1% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $20 | $5,412-99.6% | $4,431-99.5% | $41,846-100.0% |