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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,048 | $55,214-85.4% | $104,607-92.3% | $73,488-89.0% |
| Participation rate | 92.1% | 67.8%+24.3pp | 74.1%+18.0pp | 70.7%+21.4pp |
| Annual return | -1.00% | 24.79%-25.8pp | 340.46%-341.5pp | 28.51%-29.5pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $38 | $424-91.1% | $6,473-99.4% | $513-92.6% |