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 3-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.
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 | $498,888-100.0% | $1,550,518-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 71.4%-71.4pp | 90.2%-90.2pp |
| Annual return | 22.11% | 8.46%+13.7pp | 10.82%+11.3pp | 8.46%+13.7pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $39,184-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $13,544-100.0% | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $32,268-100.0% | $67,015-100.0% |