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 4-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 | $3,219,907-100.0% | $3,219,907-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 10.0%-10.0pp | 44.0%-44.0pp |
| Annual return | 9.25% | 0.58%+8.7pp | 3.48%+5.8pp | 13.05%-3.8pp |
| Employer contribution / active EE | $72,000 | $47,956+50.1% | $31,972+125.2% | $37,639+91.3% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,864-100.0% |