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 | $49,655-100.0% | $197,205-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 26.7%-26.7pp | 17.1%-17.1pp |
| Annual return | 12.68% | 9.82%+2.9pp | 9.79%+2.9pp | 9.82%+2.9pp |
| Employer contribution / active EE | $17,680 | $13,587+30.1% | $40,174-56.0% | $13,587+30.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $199-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $1,949-100.0% | $2,893-100.0% |