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 10-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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,117 | $127,065-70.0% | $113,168-66.3% | $142,382-73.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.52% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.6pp |
| Employer contribution / active EE | $11,524 | $3,442+234.8% | $2,975+287.3% | $4,299+168.1% |
| Participant deferral / active EE | $16,147 | $5,716+182.5% | $5,107+216.2% | $6,507+148.1% |
| Admin fee / account holder | $122 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |