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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $200,103 | $110,502+81.1% | $80,716+147.9% | $167,490+19.5% |
| Participation rate | 60.0% | 64.0%-4.0pp | 54.2%+5.8pp | 82.1%-22.1pp |
| Annual return | 55.47% | 120.54%-65.1pp | 87.28%-31.8pp | 478.56%-423.1pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $217 | $4,545-95.2% | $3,380-93.6% | $12,309-98.2% |