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 | $17,718 | $102,616-82.7% | $81,983-78.4% | $158,922-88.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.53% | 61.04%-46.5pp | 41.31%-26.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $11,180 | $3,240+245.1% | $2,498+347.6% | $4,761+134.8% |
| Participant deferral / active EE | $12,527 | $4,648+169.5% | $3,722+236.5% | $5,982+109.4% |
| Admin fee / account holder | $6,138 | $8,235-25.5% | $5,664+8.4% | $11,246-45.4% |