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 | $17,771 | $70,606-74.8% | $53,898-67.0% | $142,382-87.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 11.21% | 619.81%-608.6pp | 528.60%-517.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,401 | $1,202+16.5% | $932+50.3% | $4,299-67.4% |
| Participant deferral / active EE | $10,333 | $2,364+337.1% | $1,826+465.8% | $6,507+58.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |