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 9-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 | $198,586-100.0% | $733,756-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 13.5%-13.5pp |
| Annual return | 18.50% | 11.09%+7.4pp | 8.35%+10.2pp | 9.29%+9.2pp |
| Employer contribution / active EE | $6,182 | $20,972-70.5% | $27,010-77.1% | $15,168-59.2% |
| Participant deferral / active EE | $0 | $99-100.0% | $180-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,421-100.0% | $2,037-100.0% |