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.
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 | $433,529-100.0% | $433,529-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 22.9%-22.9pp | 37.6%-37.6pp |
| Annual return | 14.40% | 10.52%+3.9pp | 12.74%+1.7pp | 9.30%+5.1pp |
| Employer contribution / active EE | $58,327 | $41,439+40.8% | $33,332+75.0% | $43,742+33.3% |
| Participant deferral / active EE | $0 | $124-100.0% | $157-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $2,396-100.0% | $12,596-100.0% |