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 8-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 | $45,653 | $140,986-67.6% | $198,754-77.0% | $116,875-60.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 81.4%+18.6pp | 74.5%+25.5pp |
| Annual return | 12.87% | 18.14%-5.3pp | 4947.04%-4934.2pp | 16.29%-3.4pp |
| Employer contribution / active EE | $0 | $4,137-100.0% | $4,008-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $3,620-100.0% | $4,138-100.0% | $3,885-100.0% |
| Admin fee / account holder | $46 | $11,748-99.6% | $12,082-99.6% | $12,263-99.6% |