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 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 2.56% | 9.86%-7.3pp | 10.57%-8.0pp | 259.13%-256.6pp |
| Employer contribution / active EE | $39,350 | $37,630+4.6% | $29,483+33.5% | $41,469-5.1% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |