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 | $130,016 | $94,338+37.8% | $100,534+29.3% | $142,382-8.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.94% | 29.20%-13.3pp | 32.66%-16.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,706 | $4,237-36.1% | $4,346-37.7% | $4,299-37.1% |
| Participant deferral / active EE | $2,707 | $5,934-54.4% | $6,144-55.9% | $6,507-58.4% |
| Admin fee / account holder | $15,126 | $8,421+79.6% | $7,654+97.6% | $12,624+19.8% |