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 7-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.
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 | $0 | $317,036-100.0% | $445,290-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 31.8%-31.8pp | 13.0%-13.0pp |
| Annual return | 11.17% | 13.59%-2.4pp | 11.97%-0.8pp | 13.59%-2.4pp |
| Employer contribution / active EE | $16,327 | $14,592+11.9% | $37,298-56.2% | $14,592+11.9% |
| Participant deferral / active EE | $0 | $67-100.0% | $23-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,503-100.0% | $29,657-100.0% |