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 4-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 | $36,170 | $114,381-68.4% | $107,525-66.4% | $142,382-74.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.31% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $20,102 | $4,015+400.7% | $3,754+435.5% | $4,299+367.6% |
| Participant deferral / active EE | $48,904 | $5,564+778.9% | $5,116+856.0% | $6,507+651.5% |
| Admin fee / account holder | $272 | $9,860-97.2% | $8,919-97.0% | $12,624-97.8% |