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 9-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 | $136,553 | $102,604+33.1% | $86,188+58.4% | $139,434-2.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.11% | 1922.51%-1908.4pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $17,297 | $3,032+470.4% | $2,380+626.7% | $4,751+264.1% |
| Participant deferral / active EE | $65,092 | $4,676+1292.2% | $3,985+1533.3% | $6,710+870.0% |
| Admin fee / account holder | $5,139 | $8,657-40.6% | $6,852-25.0% | $11,403-54.9% |