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.
Annual investment return 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 | $311,837-100.0% | $311,837-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -11.97% | 10232.79%-10244.8pp | 4677.09%-4689.1pp | -82.66%+70.7pp |
| Employer contribution / active EE | $150,000 | $89,302+68.0% | $49,501+203.0% | $43,769+242.7% |
| Participant deferral / active EE | $0 | $316-100.0% | $312-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,204-100.0% | - | $11,204-100.0% |