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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,703 | $85,006-87.4% | $76,190-86.0% | $145,922-92.7% |
| Participation rate | 80.0% | 82.9%-2.9pp | 79.3%+0.7pp | 80.3%-0.3pp |
| Annual return | 10.50% | 13.11%-2.6pp | 13.78%-3.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $8,477 | $5,265+61.0% | $4,578+85.2% | $4,660+81.9% |
| Participant deferral / active EE | $15,014 | $6,392+134.9% | $5,474+174.3% | $6,688+124.5% |
| Admin fee / account holder | $2,118 | $5,760-63.2% | $5,123-58.7% | $13,397-84.2% |