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 | $47,747 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.83% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,116 | $4,961+3.1% | $4,693+9.0% | $4,299+19.0% |
| Participant deferral / active EE | $17,939 | $8,310+115.9% | $7,997+124.3% | $6,507+175.7% |
| Admin fee / account holder | $230 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |