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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $274,299-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.8%-39.8pp | 3.6%-3.6pp |
| Annual return | -3.68% | 11.84%-15.5pp | 8.84%-12.5pp | 11.84%-15.5pp |
| Employer contribution / active EE | $122,607 | $17,339+607.1% | $67,446+81.8% | $17,339+607.1% |
| Participant deferral / active EE | $0 | $683-100.0% | $4-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $46,528-100.0% | $409-100.0% |