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.
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 | $58,889 | $148,534-60.4% | $135,903-56.7% | $139,434-57.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.02% | 79.19%-51.2pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $40,845 | $5,243+679.0% | $4,856+741.1% | $4,751+759.8% |
| Participant deferral / active EE | $17,248 | $8,100+112.9% | $7,758+122.3% | $6,710+157.0% |
| Admin fee / account holder | $38 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |