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.)
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 | $29,878 | $86,699-65.5% | $73,307-59.2% | $125,391-76.2% |
| Participation rate | 76.9% | 78.6%-1.7pp | 74.9%+2.0pp | 83.2%-6.3pp |
| Annual return | -0.13% | 2.78%-2.9pp | 5.67%-5.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $973 | $4,152-76.6% | $3,237-70.0% | $4,866-80.0% |
| Participant deferral / active EE | $2,583 | $5,550-53.5% | $4,991-48.2% | $5,352-51.7% |
| Admin fee / account holder | $10,264 | $7,771+32.1% | $5,637+82.1% | $9,540+7.6% |