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 5-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.
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 | $417,381-100.0% | $417,381-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 44.0%-44.0pp |
| Annual return | 4.23% | 4.96%-0.7pp | 5.83%-1.6pp | 13.05%-8.8pp |
| Employer contribution / active EE | $26,869 | $45,572-41.0% | $38,352-29.9% | $37,639-28.6% |
| Participant deferral / active EE | $0 | $124-100.0% | $165-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $30,864-100.0% |