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 | $92,468 | $100,852-8.3% | $90,404+2.3% | $158,922-41.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 13.91% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,209 | $3,689-13.0% | $3,262-1.6% | $4,761-32.6% |
| Participant deferral / active EE | $5,928 | $4,348+36.4% | $3,963+49.6% | $5,982-0.9% |
| Admin fee / account holder | $2,623 | $6,501-59.6% | $5,611-53.2% | $11,246-76.7% |