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 | $32,852 | $169,032-80.6% | $129,207-74.6% | $145,922-77.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.16% | 14330.11%-14308.9pp | 9417.33%-9396.2pp | 561.29%-540.1pp |
| Employer contribution / active EE | $3,420 | $5,537-38.2% | $4,153-17.7% | $4,660-26.6% |
| Participant deferral / active EE | $2,125 | $4,987-57.4% | $4,168-49.0% | $6,688-68.2% |
| Admin fee / account holder | $974 | $9,954-90.2% | $7,715-87.4% | $13,397-92.7% |