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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,294 | $159,602-92.9% | $150,045-92.5% | $142,382-92.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.42% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,773 | $4,961-3.8% | $4,693+1.7% | $4,299+11.0% |
| Participant deferral / active EE | $9,967 | $8,310+19.9% | $7,997+24.6% | $6,507+53.2% |
| Admin fee / account holder | $223 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |