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 | $81,390 | $106,584-23.6% | $101,326-19.7% | $142,382-42.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.05% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,143 | $3,956+55.3% | $3,665+67.6% | $4,299+42.9% |
| Participant deferral / active EE | $9,816 | $8,297+18.3% | $7,994+22.8% | $6,507+50.8% |
| Admin fee / account holder | $543 | $11,446-95.3% | $11,185-95.1% | $12,624-95.7% |