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 | $88,484 | $135,952-34.9% | $123,892-28.6% | $273,961-67.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.47% | 56.63%-45.2pp | 47.52%-36.0pp | 41.45%-30.0pp |
| Employer contribution / active EE | $23,753 | $5,170+359.5% | $4,617+414.5% | $4,869+387.9% |
| Participant deferral / active EE | $60,292 | $6,343+850.6% | $5,984+907.5% | $5,287+1040.4% |
| Admin fee / account holder | $2,115 | $9,817-78.5% | $8,357-74.7% | $10,132-79.1% |