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 | $213,331-100.0% | $213,331-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | 3.35% | 6.77%-3.4pp | 7.04%-3.7pp | 13.91%-10.6pp |
| Employer contribution / active EE | $35,500 | $32,733+8.5% | $30,362+16.9% | $35,282+0.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $34-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,508-100.0% | $2,508-100.0% | $41,846-100.0% |