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 7-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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,266 | $88,751-41.1% | $81,812-36.1% | $145,922-64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.91% | 1025.40%-988.5pp | 773.79%-736.9pp | 561.29%-524.4pp |
| Employer contribution / active EE | $1,072 | $3,083-65.2% | $2,912-63.2% | $4,660-77.0% |
| Participant deferral / active EE | $1,966 | $4,643-57.6% | $4,319-54.5% | $6,688-70.6% |
| Admin fee / account holder | $1,652 | $8,415-80.4% | $7,386-77.6% | $13,397-87.7% |