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 | $175,742 | $111,754+57.3% | $103,333+70.1% | $145,922+20.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,235 | $4,212+0.5% | $3,868+9.5% | $4,660-9.1% |
| Participant deferral / active EE | $18,795 | $5,619+234.5% | $5,057+271.6% | $6,688+181.0% |
| Admin fee / account holder | $63,508 | $9,750+551.4% | $8,355+660.2% | $13,397+374.0% |