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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,540 | $112,096-78.1% | $95,952-74.4% | $158,922-84.6% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 24.04% | 171.09%-147.0pp | 91.61%-67.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $18,478 | $3,198+477.8% | $2,541+627.2% | $4,761+288.1% |
| Participant deferral / active EE | $39,456 | $4,784+724.8% | $4,167+846.9% | $5,982+559.6% |
| Admin fee / account holder | -$24 | $10,130-100.2% | $6,795-100.4% | $11,246-100.2% |