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 | $64,260 | $90,503-29.0% | $78,689-18.3% | $273,961-76.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 16.88% | 75.60%-58.7pp | 62.18%-45.3pp | 41.45%-24.6pp |
| Employer contribution / active EE | $2,554 | $3,176-19.6% | $2,851-10.4% | $4,869-47.5% |
| Participant deferral / active EE | $6,084 | $3,901+56.0% | $3,517+73.0% | $5,287+15.1% |
| Admin fee / account holder | $4,174 | $5,263-20.7% | $4,510-7.5% | $10,132-58.8% |