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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,634 | $99,877+47.8% | $84,966+73.8% | $145,922+1.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.05% | 83.76%-72.7pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $40,000 | $3,231+1137.9% | $2,727+1366.8% | $4,660+758.4% |
| Participant deferral / active EE | $18,300 | $5,291+245.9% | $4,519+304.9% | $6,688+173.6% |
| Admin fee / account holder | $5,083 | $7,248-29.9% | $6,149-17.3% | $13,397-62.1% |