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 | $1,172 | $91,538-98.7% | $129,995-99.1% | $75,163-98.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 2192.15% | -631.11%+2823.3pp | -137.18%+2329.3pp | 160.62%+2031.5pp |
| Employer contribution / active EE | $1,837 | $2,845-35.4% | $4,320-57.5% | $2,670-31.2% |
| Participant deferral / active EE | $8,417 | $4,341+93.9% | $5,820+44.6% | $4,125+104.0% |
| Admin fee / account holder | $114 | $6,790-98.3% | $10,614-98.9% | $5,651-98.0% |