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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,049 | $180,028-13.3% | $138,135+13.0% | $158,922-1.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | -9.21% | 21.68%-30.9pp | 20.51%-29.7pp | 302.83%-312.0pp |
| Employer contribution / active EE | $1,955 | $7,470-73.8% | $5,587-65.0% | $4,761-58.9% |
| Participant deferral / active EE | $7,921 | $7,717+2.6% | $6,431+23.2% | $5,982+32.4% |
| Admin fee / account holder | $120,848 | $17,912+574.7% | $11,856+919.3% | $11,246+974.6% |