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.
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 | $82,231 | $81,625+0.7% | $58,482+40.6% | $139,434-41.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.83% | 7404.20%-7391.4pp | 4239.32%-4226.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $39,589 | $1,398+2731.3% | $1,053+3658.6% | $4,751+733.3% |
| Participant deferral / active EE | $35,714 | $2,557+1296.9% | $1,924+1756.4% | $6,710+432.2% |
| Admin fee / account holder | $1,737 | $3,265-46.8% | $2,516-31.0% | $11,403-84.8% |