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 9-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 | $0 | $346,159-100.0% | $328,833-100.0% | $525,611-100.0% |
| Participation rate | 0.0% | 91.2%-91.2pp | 86.1%-86.1pp | 87.0%-87.0pp |
| Annual return | 15.22% | 5.74%+9.5pp | 6.46%+8.8pp | 8.71%+6.5pp |
| Employer contribution / active EE | $0 | $18,103-100.0% | $18,414-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $8,670-100.0% | $8,160-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $804-100.0% | $1,167-100.0% | $41,812-100.0% |