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 3-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $572 | $90,348-99.4% | $75,972-99.2% | $145,922-99.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 39.73% | 620.88%-581.1pp | 359.55%-319.8pp | 561.29%-521.6pp |
| Employer contribution / active EE | $44,437 | $3,311+1242.1% | $2,685+1555.1% | $4,660+853.7% |
| Participant deferral / active EE | $100,735 | $5,162+1851.6% | $4,255+2267.2% | $6,688+1406.3% |
| Admin fee / account holder | $107 | $8,467-98.7% | $6,467-98.3% | $13,397-99.2% |