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 | $23,805 | $109,327-78.2% | $89,391-73.4% | $158,922-85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.31% | 345.68%-333.4pp | 245.62%-233.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,526 | $3,170-20.3% | $2,586-2.3% | $4,761-47.0% |
| Participant deferral / active EE | $4,070 | $4,598-11.5% | $3,890+4.6% | $5,982-32.0% |
| Admin fee / account holder | $105 | $6,153-98.3% | $4,881-97.8% | $11,246-99.1% |