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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,056 | $150,187-82.7% | $120,354-78.4% | $145,922-82.1% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 12.06% | 154.07%-142.0pp | 107.15%-95.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,246 | $4,348-71.3% | $3,463-64.0% | $4,660-73.3% |
| Participant deferral / active EE | $577 | $6,173-90.6% | $4,991-88.4% | $6,688-91.4% |
| Admin fee / account holder | $217 | $12,207-98.2% | $9,423-97.7% | $13,397-98.4% |