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.
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 | $74,745-100.0% | $98,742-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 30.7%-30.7pp | 8.4%-8.4pp |
| Annual return | 10.65% | 7.38%+3.3pp | 7.86%+2.8pp | 18.34%-7.7pp |
| Employer contribution / active EE | $7,757 | $7,541+2.9% | $39,100-80.2% | $14,665-47.1% |
| Participant deferral / active EE | $0 | $0 | $45-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $37,498-100.0% | $15,347-100.0% | $9,141-100.0% |