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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $310,266 | $159,901+94.0% | $146,958+111.1% | $145,922+112.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.15% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,500 | $5,286-14.9% | $4,933-8.8% | $4,660-3.4% |
| Participant deferral / active EE | $27,846 | $8,428+230.4% | $8,070+245.1% | $6,688+316.4% |
| Admin fee / account holder | $23,216 | $15,044+54.3% | $12,998+78.6% | $13,397+73.3% |