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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,818 | $118,680-83.3% | $98,907-80.0% | $158,922-87.5% |
| Participation rate | 89.5% | 77.8%+11.7pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 2.61% | 372.35%-369.7pp | 196.43%-193.8pp | 302.83%-300.2pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,244-100.0% | $5,982-100.0% |
| Admin fee / account holder | $230 | $10,131-97.7% | $6,642-96.5% | $11,246-98.0% |