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.
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 | $205,401-100.0% | $205,401-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -4.63% | 0.38%-5.0pp | 0.02%-4.6pp | -2.16%-2.5pp |
| Employer contribution / active EE | $14,167 | $53,060-73.3% | $45,513-68.9% | $42,957-67.0% |
| Participant deferral / active EE | $0 | $119-100.0% | $109-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $4,705-100.0% | $12,572-100.0% |