See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,988 | $159,602-85.0% | $150,045-84.0% | $142,382-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,235 | $4,961-54.9% | $4,693-52.4% | $4,299-48.0% |
| Participant deferral / active EE | $20,136 | $8,310+142.3% | $7,997+151.8% | $6,507+209.4% |
| Admin fee / account holder | $62 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |