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.
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 | $71,001-100.0% | $468,504-100.0% | $71,001-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 94.1%-94.1pp | 68.0%-68.0pp |
| Annual return | 14.22% | 11.49%+2.7pp | 12.79%+1.4pp | 11.49%+2.7pp |
| Employer contribution / active EE | $26,784 | $16,488+62.4% | $16,822+59.2% | $16,488+62.4% |
| Participant deferral / active EE | $0 | $1,342-100.0% | $3,950-100.0% | $1,342-100.0% |
| Admin fee / account holder | $0 | $2,971-100.0% | $48,878-100.0% | $2,971-100.0% |