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 | $21,083 | $84,402-75.0% | $61,373-65.6% | $134,475-84.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -4.22% | 584.55%-588.8pp | 338.61%-342.8pp | 417.96%-422.2pp |
| Employer contribution / active EE | $2,486 | $1,544+60.9% | $1,159+114.4% | $4,740-47.6% |
| Participant deferral / active EE | $18,000 | $2,819+538.5% | $2,125+747.1% | $6,400+181.3% |
| Admin fee / account holder | $200 | $2,585-92.3% | $2,130-90.6% | $11,426-98.3% |