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 | $88,879 | $112,881-21.3% | $90,951-2.3% | $158,922-44.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.93% | 215.79%-194.9pp | 134.60%-113.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $663 | $2,893-77.1% | $2,122-68.7% | $4,761-86.1% |
| Participant deferral / active EE | $6,561 | $4,128+59.0% | $3,373+94.5% | $5,982+9.7% |
| Admin fee / account holder | $6,697 | $8,041-16.7% | $5,959+12.4% | $11,246-40.5% |