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 10-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 | $439,512-100.0% | $439,512-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 39.3%-39.3pp | 26.8%-26.8pp | 37.6%-37.6pp |
| Annual return | 5.16% | 8.27%-3.1pp | 9.07%-3.9pp | 9.30%-4.1pp |
| Employer contribution / active EE | $14,142 | $52,249-72.9% | $46,116-69.3% | $43,742-67.7% |
| Participant deferral / active EE | $0 | $104-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $147,323-100.0% | $147,323-100.0% | $12,596-100.0% |