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 8-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 | $107,032-100.0% | $344,859-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 9.9%-9.9pp |
| Annual return | -8.75% | -8.20%-0.6pp | -8.02%-0.7pp | -5.25%-3.5pp |
| Employer contribution / active EE | $4,129 | $6,164-33.0% | $29,748-86.1% | $15,166-72.8% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $388-100.0% | $3,859-100.0% |