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 6-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 | $358,721-100.0% | $319,563-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 41.2%-41.2pp | 44.0%-44.0pp |
| Annual return | 19.86% | 6.78%+13.1pp | 7.21%+12.6pp | 13.05%+6.8pp |
| Employer contribution / active EE | $40,313 | $35,409+13.8% | $33,209+21.4% | $37,639+7.1% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $30,864-100.0% |